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

We hope you will join us for our interactive workshops on aging & health, Health IS Wealth, because if you don't have your health, you can't enjoy your wealth. The kick-off workshop is schedule for Thursday, October 24, from 6:30 pm - 8:00 pm at the Midtown Athletic Club, 2444 Elston Avenue in Chicago featuring our guest speakers Will Harper, MD and Dustin Jesberger, PT, DPT.

At the kick-off, we will discuss the realities and myths around aging – from a physical, nutritional and mental perspective.  Some topics we plan to cover include:  (1) the science of aging, including how tissues in the body change with age and what is normal, healthy aging versus abnormal; (2) how proper exercise and diet impact longevity and how to build the best exercise plan; (3) metabolism of men and women change as we age and how men and women differ; (4) foods that help reduce inflammation and keep our memory sharp; (5) how exercise impacts the brain and counters depression; and (6) natural option for medications. 

 

We then plan to hold a series of workshops in 2020 and beyond that will drill down deeper on topics that you tell us are important to you.  Topics might include:  (1) joint health, mobility and regenerative medicine; (2) Alzheimer’s/dementia; (3) alternative pain management; (4) interactive demonstrations on the proper form of common exercises (e.g., push-ups, planks, etc.); (5) various types of exercises and the pros/cons of them (cardio, strength, yoga); (6) core training, body fat and muscle mass; (7) etc.  At the initial aging workshop, we have a questionnaire ready, which we hope you complete to indicate in which areas you are most interested.  The point is you will tell us what you want to hear more about, and we will find the experts to educate you!

 

 


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

Largest Dividend Payout in Company History

In 2020, we expect the largest dividend payout to policyowners in company history. Read more.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

 

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