Lance R McCollum CFP^®, CLU^®, LUTCF

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more.

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 (PDF).

Lance McCollum is a Financial Advisor with the Northwestern Mutual Financial Network. The Network's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.  

He understands complex financial issues, and how they can affect life goals whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term.

It is Lance's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel he provides to clients.

When it comes to financial goals, each decision made and action taken will have a significant impact on future financial circumstances. A good financial blueprint will lay out what needs to be done to achieve goals for tomorrow. A clear understanding of interrelationships is invaluable to confront economic issues that evolve over time.

Because life's complexities leave little room for "standard" approaches, Lance uses a four-step approach in working with his clients: 

1) Getting to know the client - What's important to the client? Lance wants to gain a clear understanding of what values the client wants to protect.

2) Analyzing the client's needs - What is the client's current financial outlook, and where do they want to be in the future? What key milestones are driving the client's financial goals?

3) Identifying solutions - Tailoring approaches to each client's specific needs, reflecting the client's specific financial objectives.

4) Keeping in touch - Life changes quickly, so Lance offers guidance as new opportunities and challenges unfold.   

Lance's experience also tells him that there is no single blueprint that will work for everyone. Ultimately, success of a client's plan depends on how accurately it reflects an individual's wishes, and the commitment to providing for identified financial needs and goals.

By taking a comprehensive assessment of a client's current situation, Lance helps the client prioritize goals, and develop a workable strategy with clear action steps and timetables. 

Contact Lance today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come. 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Lance McCollum.

My Mission

As a Financial Advisor, Lance looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Lance's approach to helping you shape it and attain it.

Since 1991, clients have chose to work with Lance because he approaches every client with a servant's heart. Through a discovery process, discussing areas that matter most to you and your family, Lance will take the time to get to know you. Then he will build customized solutions that can help you achieve your personal and financial objectives. The real benefit to Lance's clients is the confidence and clarity they gain by building financial security for today and tomorrow.

Simply put, Lance's mission is to build a trusting, enduring relationship with you and provide you with expert guidance, to help you secure your family's or business's financial future and protect what's important to you.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.