Our Approach

What keeps you up at night? Do you have a retirement liquidation strategy that is tax efficient and able to withstand market fluctuations?  

The first step to eliminating uncertainty is developing a sound plan, integrating our three principal goals:

  1. Income for life
  2. Protecting your assets
  3. Leaving a legacy

We create a financial blueprint to help you meet your goals and then guide you every step of the way.

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

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

Prescient Financial Solutions


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