Relationship - Mutual Trust - Collaboration - Value
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Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact--positive or negative--on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
As a Northwestern Mutual Wealth Management Advisor, Julie Green has the knowledge and expertise to help you discover your core values and integrate them into your planning process. To develop your plan, Julie will discover your vision for the future, your mission in life and your personal financial philosophy.
Julie will do this by taking the time to get to know you and your family. In this way, she will put you -- not your wealth -- at the center of the process.
Julie Green is committed to ensuring that your family's needs will be met with care, expertise and an understanding of your unique circumstances and individual goals.
Commitment to Community
Julie Green is an active member of the Seattle community, both professional and personally.
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Get Involved in Our Volunteer InitiativeWatch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page. |
Going Green NMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.
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New Interactive 2009 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.
Our interactive report features clients talking about why they felt secure in an unstable economy.
View Interactive Annual Report |
Northwestern Mutual and Forbes launch the new Fact & Comment page Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.
Go to Fact & Comment page |
Dividend AnnouncementNorthwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.
Click here to read more |
Lessons from the U.S. OpenIt takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.
View Scorecard |
Managing Your Money In A DownturnNorthwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the
article (PDF). |
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