James A Adrian Jr, CFP®, CLU®, ChFC®, CASL®, CAP®

Wealth Management Advisor

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

 

Working together, James Adrian can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let James Adrian help you achieve a secure financial future.

 

James Adrian is CLTC 

James Adrian is "Certified in Long-Term Care" (CLTC) by The Corporation for Long-Term Care Certification. To find out more about "Certified in Long-Term Care" (CLTC), please visit The Corporation for Long-Term Care Certification.

 

Long-Term Care Product Information
Offered through Northwestern Long-Term Care Insurance Company

What are my options for long-term care?
View a presentation on your long-term care options including long-term care insurance.

www.learnaboutlongtermcare.com 

 

My Mission

My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

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