Jeb Beckley, CLU®, ChFC®, RICP®

Wealth Management Advisor

My Mission

Jeb Beckley's mission is to help his clients attain financial security for their families and businesses.

Because you cannot predict the future, he will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

Also, life never stands still. It evolves, changes direction, and leads to new possibilities. This means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, Jeb can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn.Throughout your lifetime, Jeb helps you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.

Keeping pace with life's changes is important. Let Jeb and his team help you achieve a secure financial future.


Domestic Partnership Issues

If you're in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don't have the same benefits and legal protections automatically granted to married spouses. 

Jeb understands the financial hurdles that domestic partners face from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with legal and tax professionals, Jeb can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients. View Video.

 

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