Our team at Schock and Associates provides clients with a customized plan that guides you from your working years through retirement. We make sense of all the pieces to your financial landscape to deliver an objective and transparent plan. Our team specializes in working with clients who are approaching or already in retirement. We understand this is a time of great excitement but also uncertainty in our client's lives. Our goal is to eliminate this fear and provide utmost clarity for you and your family in order to give you confidence in your retirement.

You've spent your working years saving, investing and trying to do all of the right things. Now it's time to put it all together and create strategies to optimize what you've worked so hard to create.

 

Most of our clients have many of the same questions:

  • "How do I recreate a paycheck when I stop working?"

  • "When should I claim my Social Security benefits?"

  • "What impact will retirement distributions have on my taxes?"

  • "How does my investment strategy need to change?"

     

     

    Our team can help you determine what strategies will give you the best outcomes for your retirement and help protect against what can go wrong. We would love to share more about our process and approach to planning.

     

    Contact Schock and Associates using the link on the right side of the page to get started.

 

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Jessica D Schock, CLTC®
Wealth Management Advisor


Schock & Associates

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