Jay C Burgman - Northwestern Mutual Videos
Videos by Jay C Burgman - Northwestern Mutual. Jay C Burgman, CFP®, AEP® is a Northwestern Mutual Wealth Management Advisor who helps individuals
I want you to be able to say that our conversations changed everything for the better. By getting to know you, your vision and values, I can help make your big dreams your reality. Connect with me and let’s get started.
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I want you to be able to say that our conversations changed everything for the better. By getting to know you, your vision and values, I can help make your big dreams your reality. Connect with me and let’s get started.
Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money. Reach out to me now.
By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today. Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
1 in 4 Americans expect to receive an inheritance. Ready to talk legacies? Let’s chat to learn more about what you can do today to leave one in the future. *Planning and Progress Study, 2024.
When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.
Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money. Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.
On the Horizon
Big tax changes are on the way. And while there’s still time to prepare, it’s important that you act soon. Reach out today and let’s work together so you make the most of this opportunity.
You work hard, let me help your retirement savings work even harder. *Planning and Progress Study, 2024
I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money. Because when it comes to your financial future, I'm not playing games. Reach out now and let’s have a better conversation. http://spr.ly/61845KxZ8
Vision Board
Your personal future depends on your financial future. And now’s the time to start planning. Historic tax changes are right around the corner. Reach out soon and let’s make sure you’re prepared.
81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money. Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6182e09qC
Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste. Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.
Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. http://spr.ly/6184dzpup
Bumper Stickers
Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.
Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together to work out a plan that works for your wallet and their future. *Planning and Progress Study, 2024.
Magic Eight Ball-Me.mp4
When it comes to your finances, you don’t want to find yourself behind the 8 ball. Or asking one for advice, for that matter. That’s why when it comes to discovering key money strategies, well, all signs point to me. Reach out today for an outlook that looks good.