Jonathon Wheeler - Financial Advisor

Just returned from the 145th Northwestern Mutual Annual Meeting — and what an unforgettable experience!

It was an incredible privilege to attend the College Awards Show and see firsthand the next generation of leaders being celebrated. I’m also proud to share that our office was recognized as the #9 Network Office in the entire company — a true testament to the hard work, dedication, and impact of our team.

Beyond the awards, I walked away with invaluable insights, inspiration, and strategies that I’m excited to bring back and implement in my own practice. Being surrounded by so many driven, purpose-led individuals reminded me why we do what we do.

Grateful for the opportunity to grow, connect, and celebrate — and even more excited for what’s ahead. Let’s keep pushing forward. 💼💡📈

"I'm only in my 20's and 30's, I don't need life insurance."

This is something I have heard all too often.

Many of us don't fully understand the purpose of life insurance and how it plays into our overall financial plans.

The advantages of getting life insurance in place while young are huge.

Here are 5 quick reasons why EVERYONE needs some form of coverage.

1. Cover final expenses of your passing so the financial burden is lifted from your family.
2. Cover any remaining debts you may leave behind, from the mortgage, student loans, credit cards, etc.
3. Replace your future earnings to your surviving family members to ease the financial void left.
4. To save, build wealth and equity to use while LIVING.
5. To help pay for your children or loved ones schooling.

What are your thoughts on life insurance? If you have it, why did you chose to do so? If not, what is your reasoning behind it?

If you would like to learn more, or want an analysis of what the appropriate amount of coverage for you is, please don't hesitate to reach out.

Below is the approach you should take towards financial planning based on your age. Contact me to figure out how to get started.

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It’s never too soon or too late to get started with financial planning. Check out this quick article and reach out to see how I can help you get set up with a financial plan.

What to Know About Financial Planning Throughout Your Life It’s not uncommon to think financial planning isn't for you. But anyone can benefit from taking steps for financial planning throughout your life.