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Our Mission is to help people achieve Financial Security. Our Vision is to become our clients most trusted advisor. Our Values are Integrity, Faith, Excellence, Teamwork and Gratitude. We are passionate about helping you make smart decisions so you can accomplish your goals and fulfill your hopes and dreams for the reasons that are most important to you.
We work tirelessly to improve your quality of life by serving you with our Mission, Vision and Value based Client Service. In essence, the focus, clarity, and simplicity that result from aligning your financial choices with your values enable you to make the most of life’s opportunities. Clients who benefit the most from us are…
- Passionate about their goals
- Focused on the things in life that are most important to them
- Aware that financial planning is about quality of life
- Willing to delegate financial matters based on expert advice
For many, wealth management means having their financial challenges solved and their financial situations enhanced.
For us, wealth management means feeling inspired to make the best choices that lead to the kind of life you want.
Our “Why” we do what we do….
- Focused on building Relationships
- Work with Generations of Families
- We are guided by a set of principles and values that are rooted in Faith
- Serving others
Our value to you:
- Construction of your Personal Planning Analysis
- A clear, concise, step-by-step Action Plan
- Ongoing investment management
- Asset Allocation
- Asset Location
- Rebalancing
- Quarterly Progress Reports on your investment portfolio
When you begin working with Justin Kirby and his advisory team, we become your personal wealth management advisors. We use a systematic planning process designed to help you achieve your financial goals. A Detailed Look at What we do…
- Investment Managment
- Risk Management
- Asset allocation based on your personal goals and risk tolerance
- Retirement, Education and Goal Based Planning
- Annual Reviews
- Quarterly account and market update calls
- Rebalancing (as required)
If this resonates with you...
Contact us and we can discuss setting up a time to meet to help you determine if we may be the right fit for you. Justin Kirby, CLU®, CLTC, CRPS® Wealth Management Advisor, Northwestern Mutual Wealth Management Company 2301 Village Green Place, Suite C, Champaign, IL 61822 Justin-kirby.com 217.355.9390 Market Commentary
Click Here for weekly insights on our financial markets and the economy overall from Emmett Wright, CFA, Chief Investment Officer of the Northwestern Mutual Wealth Management Company. Click Here to view a listing of monthly economic commentaries provided by leading business economist and top investment strategist Clare W. Zempel, CFA, as well as Chris Bremer, Senior Investment Consultant of the Northwestern Mutual Wealth Management Company.
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