Jeff Wolniewicz, MBA, CFP®, RICP®, ChFC®, CLU®
Financial Advisor


C&W Financial

Our Mission

The world of personal finance has changed.  We used to be able to rely on our employer to provide a pension and insurance benefits while the government would kick in Social Security for us.  Today, we often have to create financial security for ourselves through a combination of personal insurance, 401(k)’s and IRA’s.  Unfortunately, our formal education system never teaches us what to do with our money and online research only leads to conflicting information and confusion.  Today, more than ever before, we are in need of a partner to educate us about our financial options and organize them into a plan. It is the mission of C&W Financial to be your partner to Envision, Design, and Enjoy the life you choose.

At the most conceptual level, financial planning should be simple.  Figure out what you want, look at what you already have, then fill in what you need.  The industry has chosen to lead with products and tell you why you need them without ever bothering to ask what you want.  Your experience with C&W will be different.  We are excited to sit with you and learn about your vision, goals, and fears.  Our planning process will provide valuable perspective of where you are today compared to your goals and highlight your strengths and weaknesses.  Our team will develop a comprehensive plan and recommendations designed specifically for you.  We will work with you to put the plan into action and be there to update it as the world and your life evolves.

Our clients receive a unique wealth management offering that integrates investments, insurance, and planning solutions utilizing the latest technology. Our alignment with Northwestern Mutual allows us to have the personal touch of a boutique firm backed by the resources of a Fortune 100 company. All of this delivered by a team that takes the time to truly know you in an environment that will change the way you view financial planning. The result, we believe, is that having your financial house in order provides the confidence and freedom to truly enjoy the life you choose. Your life, your plan, your way.

Planning for Financial Security with Northwestern Mutual

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, Jeff provides 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.

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

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck