My mission is to help clients achieve personal financial independence through, “clarity of client’s vision, trust in our working relationship and results in your progress.”

Good luck on your journey.  I look forward to assisting you.

Brian J. Samec


Big Futures Charity Hockey Tournament (formerly Puck Cancers) began with a vision and a desire to help. That desire, coupled with the love of hockey, produced the 1st annual Puck Cancers Hockey Tournament in 2014. The weekend of April 13th marked the third year for this tournament and raised over $17,000 to benefit cancer support communities! A big thank you to our sponsors, donors, teams and volunteers that made it possible!

 

Brian James Samec, CLU®, ChFC®, CFP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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