Intentionality Matters

Goals are something everyone should have. Chris Palmer believes not just in having them, but in writing them down, as well. Writing your goals down is one of the most important actions you can take to obtain the life you want. Plan, visualize, and attack. What starts here can change the world. 

Generations can be saved by the decisions of one person. Our mission is to provide you with financial security planning that empowers and inspires you to achieve
your most incredible visions. After genuinely understanding your current personal and financial status, along with your goals for the future, we build
and execute a personalized financial plan that’s right for you—
balancing short-term strategies with long-term goals. Whether your financial goals entail saving for your retirement, your children's education or just anticipating and preparing for life's best – and worst – scenarios, when you write down your financial goals, your mind goes to work, and opportunities present themselves.

Don't live your life by default. Make a difference! Let Chris Palmer help you identify ways to reach your financial goals, and let your goals inspire you to become who you want to be.

We believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. We will listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

 

To be able to make an impact on your family acting as your financial doctor and providing solutions to your worries while helping you pursue every one of your dreams. I am the biggest advocate for the future you and my biggest opponent is current you.

Small steps make a big difference! 

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Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

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  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Budget