Prescient Financial Solutions team photo

 

Prescient Financial Solutions helps individuals optimize the accumulation, protection, distribution and succession of their wealth and businesses and owners to optimize their human capital and manage their continuity and succession planning.


Jerry David recognized as a top advisor for 2019.

His dedication and passion for putting clients first and helping them live the life they want has made him a top financial advisor in the industry. Congratulations!

Jerry David, MBA, CLU®, CFP®, AEP®, CPWA®
Wealth Management Advisor


Prescient Financial Solutions

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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