A Collective Approach

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As a licensed insurance broker and financial advisor, I apply my knowledge, education and multiple insurance resources to best meet the needs of my clients.  

Together we will plan review and chart your course.  

 

DESIGNATIONS

CPA -  Certified Public Accountant

ChFC® – Chartered Financial Consultant

CLU® – Chartered Life Underwriter

CLTC® - Certification for Long-Term Care

CASL® -  Chartered Advisor for Senior Living 

RICP® - Retirement Income Certified Professional 

Want to learn more about Jim's designations? Click here for a great resource from the American College of Financial Services that explains in detail each of these professional designations.

For additional information, call Jim at (248) 244-6080 or email james.smallegan@nm.com

 

Jim Smallegan, CPA, RICP®, CASL®, CLU®, ChFC®

Wealth Management Advisor

  • Office 248-244-6080
  • Mobile 248-961-1001
 

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