My Mission

To help individuals, families, and business owners manage financial risk, accumulate wealth, and achieve financial security using a consultative and comprehensive financial planning process.  Whether you are focused on your family, your business or you, Phil and his team help you identify financial goals and objectives and develop a personalized, integrated financial plan that allows you to Spend Your Life Living, while addressing future financial needs such as saving for college, retirement, and long-term care.  Additionally, Phil partners with a team of nationwide business planning specialists experienced in estate planning, business continuity and succession, as well as executive benefits.

 

 

Spend Your Life Living

The dust never settles. Keeping pace with life's changes may seem to never end. Life evolves, changes direction, presents challenges, and leads to new possibilities. Your approach to financial security cannot be static, because as your life changes, so do your needs and goals. At Northwestern Mutual our integrated, holistic financial planning process helps you face challenges and plan for the future while you Spend Your Life Living today!

 

Phil Adra, CFP®, CPA, CLU®, CLTC®

Financial Representative

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