James Thomas Stinson, CLU®, CFP®

Wealth Management Advisor

Our Client Featured in a New Video

Northwestern Mutual recently featured the story of our client, Kendra Kett. Kendra retired this past April from her career as an executive with a national child care provider. See how Kendra’s planning helped to give her the confidence to retire, even as the markets declined due to the COVID-19 pandemic.

Learn More About Kendra’s Story

Learn More About Kendra’s Story

Kendra Kett went from getting divorced with little savings in her early 40s to retired in 15 years. Learn more about how she made it happen. Read more


Jim's Mission

The mission of Jim and his team is two-fold:

1. To attract and develop highly motivated professionals to a financial services career.

2. To provide comprehensive financial planning for families and businesses who value relationships above all else and who are energetic about the vision they have for their future.

We believe the financial world is a complex one and that people need guidance to build the life they want. Our clients are bright, driven, and heavily involved individuals. Our clients have trust in us and the resources of our team, to do our job well, so they can live their passion rather than learn to do the job of a credentialed, trusted Advisor.

Our clients value our relationship because we provide an environment where they can dream about their most meaningful life goals. Throughout this process, we have fun along the way, as we build progress toward achieving those goals together.We understand that our role is as a service provider. Our Promise is to be 100% transparent in our relationships and to be responsive, with great urgency, at all times.

Our Planning Approach

1. Get to know you and find out about the personal, professional, and financial goals that are most important to you.

2. I will review the steps you have already taken toward these goals and determine if I might be able to provide some specific recommendations to further help you achieve them.

3. If you choose to implement these recommendations, we will continue to work together by regularly reviewing the progress toward your goals.

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.