Vernon Financial–Northwestern Mutual

AVS Headshot
Black Owned?
Yes - We Are 100% Black Owned
Woman Owned?
Yes - We Are Partially Woman Owned
Veteran Owned?
No - We Are Not Veteran Owned
Do you make or manufacture your own products?
No - We Are a Service Only Entity
Company Size
1 to 5 Personnel
From Us to You
- GWBCC Members are eligible for a complimentary 21-point Business Planning Analysis
- Ask about our Multi Life Discount
- Ask about our Premium Employee Assistance Program
Short Description
Improving the quality of life for members of our community by developing ethical strategies for making personal, professional, and financial intentions a reality.
Long Description

Helping Produce Peace of Mind—Making Intentions a Reality.

Our focus lies primarily in legacy planning, business & estate planning, and employee/executive benefits. Our family-firm approach extends to our client relationships, where we collaborate with you together on a hyper-personal plan past the accumulation and growth of your assets focusing on mitigating risks and the impact of taxes over time for focused decumulation and wealth distribution.

Strategically, we help clients take action on the things that help them accomplish their goals, making their intentions and vision a reality.

Our partnership with Northwestern Mutual ensures that our team is always accessible to provide you with unparalleled personal service in real-time. We'll be in regular consultation to re-evaluate your plan and adjust it as necessary while preserving your core vision and long-term objectives. We are obsessed with our client's overall experience and helping them live out their dreams.

Our clients tell us they appreciate our thought partnership and the value we bring in being a sounding board for them. Ultimately, making them fully aware of what is possible.

Website Address
Business Phone
Business Fax
Business Address
117 Mississippi Ave SE
ZIP Code
  • Fifty Billion Dollar Challenge

Send a Message to Vernon Financial–Northwestern Mutual