Expertise

The mission of Jim Worrell and the Financial Representatives from the Northwestern Mutual Financial Network-Charlotte is to provide you with expert guidance and innovative solutions that are right for you, and for those who depend on you.

Whether focused on your personal finances, your business or both, your Financial Representative will work with you to understand your financial goals and ensure that we are providing you with the right information and products to meet your needs.

Your Financial Representative, working alongside our team of financial specialists, will help you realize your financial goals for the future.

 

Here is a list of our specialists

Scott Fligel, Disability Income Specialist
John Garwood, Investment and Annuity Specialist
Suzy Johnson, Employee Benefit Specialist
Gerald Worrell, Long Term Care Specialist
Mike Kavanagh, Retirement Specialist
Fred Wilkerson, CLU, ChFC , JD, Estate Strategies Group Specialist

Areas of Expertise

Estate Analysis
You’ve worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefit solutions to protect your assets and help ensure your estate is settled the way you desire.

Long-Term Care Insurance
After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it’s important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Our specialist will assist you in determining your long-term care needs and design solutions tailored to your unique situation.

Employee and Executive Benefit Services
Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist from our Network affiliate, Strategic Employee Benefit Services, a nationwide program providing employee benefit services, we can help you create a solution designed around the unique needs of your company.

Investment Services
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives.

Business Needs Analysis
Many business owners start out with an approach designed for growth and success. Now that you’ve made something of your business, can you protect your success? Our estate and business planning specialists can prepare a business needs analysis for you to evaluate your risk management, business continuation and employee benefit needs. They will work in cooperation with experienced specialists from the Northwestern Mutual Financial Network and your own advisors to help develop effective solutions that will accomplish your specific financial objectives.

Personal Needs Analysis
Are you where you want to be financially? Are you prepared to fund your children’s education in the years to come? Are you on the right path to a comfortable retirement? Your Financial Representative can provide you with a personal needs analysis to help you identify your financial needs and goals to provide you with solutions that are right for you. By keeping in touch with you, your representative can determine whether your needs have changed and keep you aware of the resources available to you.

Disability Income Insurance
Disability income insurance protects one of your most valuable assets--your ability to earn an income. A long-term disability could suspend or terminate your income for an extended period of time. Your Financial Representative can offer you expertise on disability insurance products from Northwestern Mutual to help ensure a source of income in the event of a disability.

Advanced Planning
Our estate and business planning specialists can assist you in the areas of estate analysis, business insurance, retirement solutions and charitable giving. They can help you customize your path to financial success, developing advanced strategies to meet your financial objectives, provide for those you care about and endow your favorite charities. Their expertise can help you take care of your family or business now and into the future.