Jeanne Kerkhoff
Wealth Management Advisor|CLU®, ChFC®, CASL®, RICP®
Professional
Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.
Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.
- In 2006, I achieved my first designation as CLU®- Chartered Life Underwriter.
- In 2009, my ChFC®- Chartered Financial Consultant- designation was achieved.
- 2012 found me studying again for the CASL® designation-Chartered Advisor for Senior Living.
- 2015 brought my fourth professional designation- RICP- Retirement Income Certified Professional. This helps me prepare you to be able to:
- Create an effective retirement income plan to maintain your desired lifestyle over the course of retirement.
- Identify retirement income needs and objectives and evaluate your current situation relative to those goals.
- Determine the optimal retirement age, and choose appropriate annuities for the retirement income plan.
- Become more familiar with the latest research on strategies for ensuring that retirement assets last a lifetime.
- Select a method for funding long-term care needs.
Together, we can create and manage retirement income portfolios appropriate for your individual situation.
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2011-2015, 2017-2019
- Award recognizing commitment to excellence in service to clients and industry
Personal
My husband, Eric, and I have lived in Templeton since getting married in 1999. In August of 2017, we decided to move outside Templeton to an acreage with our four beautiful children, Emily, Mitchell, Nolan and Katie. We all enjoy spending as much time as we can outdoors and doing anything that we can to surround ourselves with our family and friends.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Sacred Heart Catholic Church
Since fall of 2005 I have participated in the religious education program with the children of the Sacred Heart Catholic Church and currently lead the high school youth group there. We provide multiple fellowship opportunities to both the kids and the larger church family. My husband and I both spend time contributing to the needs of the church and helping those less fortunate. We have been truly blessed and know the importance of paying it forward.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Advisory Services
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
