Stephen P Whittemore, CFP®, CLU®, ChFC®, CASL®, CLTC

Wealth Management Advisor

My Mission

As a Northwestern Mutual Wealth Management Advisor, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a plan of action to help you reach those goals, and show you ways to implement them.


  

Stephen Whittemore, CFP®, CLU®, ChFC®, CLTC, CASL® volunteers his time on the Hartford Foundation for Public Giving’s Professional Advisory Committee.  Established in 1993, the Professional Advisory Committee provides valuable feedback to Hartford Foundation staff on philanthropic strategies, communications efforts, and community reactions and attitudes. The committee also advises the Foundation on trends, and opportunities to engage individuals and families in the region’s charitable community.


 

Congratulations to Stephen P. Whittemore, CFP®, CLU®, ChFC®, CLTC, CASL®!

Steve has earned yet another professional designation to his title -
CASL®, Chartered Advisor for Senior Living.

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions,  suitability of investments, federal estate taxation and counseling on key family decisions.


Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

Expert Guidance and Innovative Solutions

As a member of the Northwestern Mutual, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.

Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.

Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.

Ask the Expert: What Impact Can North Korea Have on Your Portfolio?

In this month’s chat, we’re talking about political risk and your investments.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck