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When individuals look back on their lives, they often find that they have achieved more success than they thought yet have saved less than intended or desired. They find themselves in financial situations that are more complex and less predictable than they anticipated.

By reviewing your current financial situation and listening to your personal and professional goals we will help you create an integrated financial plan that will help align what is on your balance sheet with what is in your heart.

Our Mission

Our mission is to help families and businesses create peace of mind and clarity around their financial future.

We believe in integrity, family, community and trust. Our advisory team is a caring, thoughtful, dependable group of experienced advisors dedicated to helping our clients achieve their most cherished and desired life and legacy goals.

Our clients find our planning approach unique and highly valuable in helping them gain clarity and confidence in their personal financial journeys. Our process begins with helping define what financial independence means to YOU based on your own personal beliefs and values. Next, our goals-based planning approach turns to making sure that your wealth and resources are fully aligned with YOUR core vision for what you want the next phase of life to look like for you and your family. Finally, once we have created a personal blueprint that has aligned your balance sheet with your heart, our expert team helps you implement your plan through a time tested, non-emotional, and disciplined investment process. The result is that you will have a well designed financial blueprint with a clear action plan that will give you the best probability of hitting the goals that are most important to YOU.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Jack H Green Jr, CLU®, CFP®
Wealth Management Advisor


Green Wealth Advisory

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