James S Borchers

I maintain a holistic financial planning practice with Northwestern Mutual. My practice is centered around assisting my clients with three areas of financial planning: insurance, investment management, and inheritance planning.

Regarding insurance, I help my clients protect themselves and their families financially in the event of an untimely illness, injury, or death. Whether you've already purchased insurance products or are a first time purchaser, I can provide you with advice, accurate modeling, and a selection of products to fit or supplement your needs.

Regarding investment management, I assist my clients by helping them plot out how much they need to save for long term goals such as retirement and education funding for children. I help my clients determine their tolerance for risk and recommend asset allocations that fit that tolerance. Assuming one needs help managing assets, my team and I can roll over both qualified and non-qualified assets and take the burden of managing those assets off the plate of my clients who prefer to spend their time on career and family. Lastly, I can introduce clients to proprietary products that offer unique tax and diversification benefits that are unavailable in more typical asset classes.

Regarding inheritance planning, I provide advice and products that allow my clients to tax and risk efficiently transfer money to their heirs upon their natural passing. Once my clients have built up their wealth and are ready to pass that wealth onto their next generation, I help ensure that the amount of assets passed on to loved ones and/or charitable organizations is done so in a tax efficient manner.