John M Cortese, CLTC®

Financial Advisor

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

Mission Statement

Milestones like marriage, buying a home or having children will motivate families to work with a trusted advisor.  For business owners, the need arises when it's time to implement a comprehensive benefits package for their employees.

Solutions that successfully manage the risks we face and help us accumulate wealth are essential if we are to reach our goals and realize the dreams we hold dear for ourselves and our families.

My mission is to provide realistic and affordable solutions that help my clients achieve their goals. The foresight to implement those solutions is the key to achieving financial security.

John M. Cortese, CLTC | Financial Advisor

 


The Living Benefits of Permanent Life Insurance

You may think of life insurance as protection for the ones you love after you are gone. This video explains how permanent life insurance can provide benefits while you’re living as well.

Create a Guaranteed Retirement Paycheck 

People are living longer and need to create income that lasts a lifetime.  Please watch this this video which explains how.  


 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

The Power of Dividends

When purchasing any type of insurance, one of the things to consider is the company’s history of paying dividends. Learn why Northwestern Mutual’s industry-leading dividend payouts add flexibility and value in your financial security plan. 
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck