C Walker Sullivan III, CLU®

Financial Advisor

People tend to take a rifle shot approach to their financial security planning.  This results in standalone solutions rather than a fully integrated strategy that is consistently revisited. 

My Mission: A Holistic Approach

I find that clients and perspective clients desire a comprehensive approach to solving their immediate and long term financial security objectives. The process should include disciplines of Estate Planning, Business Succession Planning, Risk Transfer and Protection, and goal driven accumulation strategies.  All compressed into a written analysis.

My team and I facilitate a fully integrated financial security process that is client driven and helps deliver results.  Our client relationships are built on a foundation of trust, discovery, education, implementation and ongoing reviews.  

A successful outcome requires courage, commitment and conviction to stay the course.  The benefits to your family, business, and your future are worth the effort! 

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.

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