Jonathan Evan Taylor

Growth and Development Director

 

Award-Winning Financial Planner &
Mentor to Aspiring Financial Professionals:
Delivering Your Dreams, One Plan at a Time

Determining Where You Want to Go

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decisions can often undermine the best of intentions. Whether you are concerned about your own financial needs or those of your family or business, I can help you.  By identifying your goals and dreams, then developing a plan that addresses them, we can get you on the path to financial security.

Creating a Financial Plan That Grows With You

I specialize in working with successful, motivated individuals who want personalized financial advice, a comprehensive plan, and a long-term relationship with a knowledgeable professional.  My Team of experienced financial professionals covers many Areas of Expertise.   With their support, I customize plans that include tax-saving and wealth preservation strategies to help you build a strong financial foundation throughout your life. 

Living Our Values

I do what I do because of who I am, Personally and Professionally.  Whether it's through the right Investment Strategies or Community Involvement, my mission is the same:  To help individuals reach their goals in the world, and in doing so, make it a better place.

See how the Northwestern Mutual difference lets you plan for the future, but live in the now!

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.