Jim Atnip, CLU®, ChFC®, CASL®, CLTC

Financial Advisor

 

 

My Mission

"As a steward of the talents God has blessed me with, my mission is to help families protect their earning power and financial assets from the devastating effects of a premature death or disability, and to assist in creating financial security for families with children of special needs.  I strive to help families achieve the security of a comfortable retirement.  I want to be viewed by the families that I serve as a trusted educator and professional.  

Developing a plan for a family with a dependent with special needs is complicated. It is important to work with a team of professionals who are experienced and well versed with these complexities. A team often consists of an attorney, a financial professional and social services professional.  Using our five-step process for planning, I bring experience, passion and dedication to helping you plan for your loved one with special needs."

-Jim Atnip


An Expert in Special Needs Planning

Jim Atnip, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs. Jim is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Jim understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Jim to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.

To provide families with an in-depth and coordinated special needs planning process, Jim works as an integral part of a team of experts including National Care Advisors, NCA who help families find and establish eligibility to optimize the benefits available to them. 


Learn About Long Term Care Insurance

Follow this link to an interactive web site to learn more about Long Term Care Insurance. Click here to visit the site.


Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article.


Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual and the National Council on Economic Education (NCEE)

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.


 

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

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

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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