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Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children, and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

Achieving financial security takes more than creating a comprehensive plan; you also must act on your plan, evaluate, and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, as well as, execute the steps necessary to respond to whatever life brings.

Northwestern Mutual has provided financial security in Montana since 1888, a year before Montana became a state in 1889! Our rich tradition of providing world class insurance and investment products, as well as best in class financial plans, is the reason I joined Northwestern Mutual in 1997. As a mutual company, owned by our policyholders, doing what is best for our clients has always been a part of our mission statement and core values.

Over the past 20 years, it has been my greatest privilege to work alongside my clients and see their goals being achieved, their families grow, and successes happen. I look forward to our meetings and helping clients create a personal financial plan that will carry them through an ever-changing world. If you have not had the opportunity to go through this process yet, I strongly encourage you to call the office to set up a time to do so in this upcoming year.

Thank you for your trust, confidence and referrals to your friends and associates. I look forward to working together for many more years to come!

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Courtney Dann McAdams, CLU®, ChFC®

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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