Jacob R. Overman, CFP®, CLU®, ChFC®

Wealth Management Advisor

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings.  That is where Jake Overman comes in.

Throughout your lifetime, Jake Overman will help you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.
 

My Mission

 
Securing Futures
Enhancing Lives
Creating Legacies
 
 
Integrity
A strict adherence to moral and ethical principals
 
Growth
Commitment to improving and challenging
ourselves personally and professionally
 
Commitment
Fulfilling promises
 
Professionalism
Displaying the highest degree of appearance, communication,
 relentless preparation and expertise
 
Personal Responsibility
Accountability for our own actions and results
 
 
As a Northwestern Mutual Wealth Management Advisor, Jake's mission is to help you achieve financial security for your family or business using comprehensive planning techniques. Jake’s team uses a no non-sense approach to help clients navigate through the complexities of financial planning.  Jake and his team assist clients in creating a financial plan to ensure they are on track to reach the goals most important to them. Jake helps guide them towards securing and growing wealth by focusing on the preservation and distribution of wealth into retirement, and for some of his clients this includes the eventual transfer of their wealth or business.

 

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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