Life never stands still.  It evolves, changes direction, and leads to new possibilities.  That means your approach to financial security cannot be static; your approach should change as your needs and goals change. 

By working together, we can help you identify your financial goals and objectives that will allow you to prepare for the future and help protect you if life takes an unexpected turn. 

Being a Financial Representative with Northwestern Mutual allows me to explore insurance areas such as life, disability, health long-term care and annuities both on an individual basis and from a business prospective.  My position also affords me the opportunity to work with investments which could benefit your needs.  Our ten-point investment philosophy is to:

  • Solve risk-based needs
  • Seek expert guidance to develop long-term investment strategy
  • Create a strategy consistent with your risk tolerance, time horizon and goal
  • Determine a diversification strategy using asset allocations
  • Use professionally created quality investment portfolios designed to match your asset allocation strategy
  • Use rebalancing to remove emotion from decision making
  • Manage the impact of taxes and inflation
  • Evaluate the asset allocation relative to benchmarks and long-term goals
  • Resist the temptation to change your strategy during up or down market movements
  • Start early, invest regulary, and dollar cost average

Keeping pace with life's changes is important.  Let me help you achieve a secure financial future.

 

My Mission

As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

 

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

C Daniel Payne, CLU®, ChFC®, CASL®

Financial Representative

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