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

The October 2019 kick-off of our Health IS Wealth series was a great success. We hope you plan to join us for our next interactive workshop on aging and health at the Midtown Athletic Club in April 2020 when we will be discussing nutrition. Save-the-date emails will be sent soon. Contact us to be added to the mailing list for updates.

Because if you don't have your health, you can't enjoy your wealth!

 

 


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