Jeff Whitacre, CFP®, CLU®

Financial Representative

A MESSAGE FROM JEFF WHITACRE

Welcome to my practice and thank you for taking time to learn more about the services I can provide for you and your family.  Since 2009, I have had the privilege of working alongside hundreds of skilled professionals as they make some of the most important financial decisions of their lives. 

Financial decisions are not made in a vacuum, and rarely is there a one-size-fits-all approach to financial planning.  Each financial plan requires careful consideration of both offensive and defensive strategies, and each plan should be tailored to meet the specific goals and unique vision you have for your life.

While it may be possible to reach your desired destination without a plan or a strategy, most professionals appreciate the peace of mind and confidence that comes with having a purposeful and strategic plan.

I am honored to serve my clients in this way as we implement time-tested and proven strategies that navigate volatile market environments.  Financial success comes through hard work and intentional choices, and I am grateful for the opportunity to partner with and serve you as you build your financial future.

 

The reason many of my clients have paused their busy lives long enough to engage in planning is because they have families they love and care about.  I can relate to this. My college sweetheart, Becca, and I have been married since 2007 and live in McGregor, Texas.  We have three beautiful girls and a silver lab that does an excellent job of keeping us on our toes!


 

PLANNING FOR FINANCIAL SECURITY WITH NORTHWESTERN MUTUAL

Watch this short video to see how Northwestern Mutual and Jeff Whitacre’s comprehensive approach to personalized financial planning can help you achieve the future you envision for yourself and your family.

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

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.

 

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