Professional

Jim Smallegan, CPA, CLTC®, RICP®, CLU®, CASL®, ChFC® is a Wealth Management Advisor who is affiliated with Northwestern Mutual. Jim helps clients with comprehensive financial planning. Over the past 20 years this has included working with and coaching business owners. Recognizing each for their individual stories, thoughtfully thinking through and documenting their dreams, goals and objectives.  Working with clients he develops financial plans that guide clients through a customize approach to reaching their goals and objectives.

Experience and resources are presented in an exacting blend which can include; Wealth Management, Life insurance planning, disability insurance planning, Long term Care Insurance planning, Retirement Planning -  Retirement accumulation strategies, Retirement distribution strategies, Estate planning strategies, Business Succession Planning, Key person planning, and Employee benefits planning. Goals and dreams are the central focus of the decisions and structure for the financial plan that is customized for each client.

Please let Jim know how he might be able to help you realize your vision for the future.

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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