William D Yancey, CLU®

Financial Advisor

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

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.

You have a voice in your company

As a mutual company, we don’t answer to shareholders. We answer to our policyowners. Exercise your right to vote in our Board of Trustees election. Return your proxy card mailed with your 2013 Annual Report before May 23.

Your Estate Plan: Is a Trust Right for You?

Get the latest white paper now to access your guide to trust basics and options.

Northwestern Mutual Supports Charity with NCAA® Championship Floor

Following the 2013 NCAA Division I Men's Basketball Championship, Northwestern Mutual acquired the floor and will turn it into souvenir pieces for fans of the national champion University of Louisville Cardinals, with proceeds benefitting Kosair Children’s Hospital in Louisville. Click here to learn more.