Kevin E. Willoughby, CLU®, CFP®, RICP®

Wealth Management Advisor

Our Mission

Kevin Willoughby and his team's mission is to help people truly enjoy retirement by taking their vision of what retirement is and translating that vision into a strong, well-designed and customized Retirement Distribution Plan.

 

Focus on Retirement

Getting to retirement is no longer an end goal—it's a new chapter in your life.

A successful retirement doesn't happen by chance. It has much more to do with careful planning. Developing a strong, well-designed and customized Retirement Distribution Plan requires a process.

Kevin listens to what retirement means to each of his clients and helps to put all the pieces of the retirement puzzle together. He helps take all of the mystery out of transitioning from working to retirement.

Kevin's process designed to mitigate risks in retirement, maximize income and is mindful of legacy concerns.

Kevin will provide a comprehensive assessment of your current situation by helping you prioritize your goals and developing a workable strategy with clear action steps and timetables. Because your circumstances may change over time, Kevin will be available to help you reassess your retirement plan and make sure that it remains viable.

Let Kevin help you ensure your retirement is all you want it to be.

 

Increase Your Probability of Success In Retirement

 

When saving for retirement, the big question on everyone's mind is: Will I have enough money to last as long as I live?

There's a lot of uncertainty, which is why Northwestern Mutual takes a unique approach to retirement income planning ... to give you a greater level of confidence that the money you're working so hard to save will last your lifetime.

How? Through a process called “probability analysis,” we test your plan against thousands of different scenarios. We test which plans fail when something goes wrong and which ones are more likely to succeed in the face of adversity to help you achieve your goals with a 90 percent probability of success.1

At Northwestern Mutual, we use probability analysis to help you create a retirement income plan that takes into consideration a broad range of risk factors, such as:

  • The ups and downs of the market.
  • The fact that we are all living longer but how long one will live is unknown.
  • How inflation and taxes can reduce your income.
  • Rising health care costs.
  • The potential need for long-term care.
  • How you can plan for your legacy while still enjoying retirement.

We also know that the planning you do when you are in your 30s is far different from the planning that needs to happen in the years just before you retire. That's why we use probability analysis to help you fine-tune your plan as you get closer to that stage of your life, paying attention to all the details to account for the risks you may encounter. Planning for a 90 percent probability of success may mean changing your course—or even taking a more conservative approach—to help ensure your money lasts as long as you live.

You deserve a retirement income plan you can count on, no matter what—one that will help ensure your financial security isn't dependent on the whims of the economy or anything other than your own vision for the future. We want to help make that happen. Let's work on your plan today!

1Probability analysis is designed to provide a high probability of success, but simulations/projections are hypothetical, are not representative of actual investment results and are not a guarantee of future results.
 

Upcoming Events

Due to concerns surrounding the coronavirus, our 2020 Health IS Wealth workshops, originaly planned for April and May, will be postponed until further notice.
 


Create a Budget in 5 Simple Steps

Ever wonder where all your money goes? Get a handle on how much money is coming in and going out each month. Watch this video to learn the five simple steps to create and follow a budget

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.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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