The majority of people plan for retirement, but few plan for life after. It’s hard enough to plan for the unpredictability of tomorrow, what about 10 years from now…or even 30. The sequence of returns, fluctuating markets, inflation, health and wellness can affect your ability to live a safer, more productive life after retirement. Working with an advisor that you can trust and who will strategically plan with you to help make your money last.

Jerry Courtney, a Financial Advisor with RICP designation, partners with you to help visualize your goals and build a plan to reach them. He will listen and work with you to answer your questions.

Call or email Jerry today, to see how you can better prepare for life after retirement. 


How Much Does It Cost to Retire?

Why do so many people claim Social Security at 62? Retirement Scan

Why do so many people claim Social Security at 62? Many seniors opt to file for Social Security as soon as they turn 62 because of poor health, according to this article on Motley Fool. Some are also forced to retire early because of disability, layoff and health issues, prompting them to start collecting their retirement benefits as soon as they can. Other retirees decide to apply for retirement benefits because of fear that the program will reduce their future benefit payouts as a result of the program's financial woes. CONTINUE READING...

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.

Jerry L Courtney, CLU®, ChFC®, RICP®

Financial Representative

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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