Joseph F O Connor, J.D., CPA, CLU®, ChFC®

Financial Representative

Northwestern Mutual

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 Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.

My Mission

I shift risk.  My job is to help you avoid big mistakes.  Your job is to bring a savings ethic.  We can get into advanced concepts, but first review the defense.  The reason for this priority is that life does not owe you good health or longevity.  So shift the big risks that lie beyond your control.

My ideal clients have already learned to live well within their income, and ask a lot of questions.  Those questions will get better, sharper over time.  You need to call the plays, but nothing will happen without a skilled quarterback.

Getting from Here to There

Do you know someone who maintains a cash reserve equal to six months living expenses?   Isn’t that stated in the financial press to be basic wisdom?  The reality is, except for people who carry cash in life insurance policies, such wisdom is hard to find.  By failing to manage cash, you risk thinking you are in control more than you are.  

Long Term Assets

"Looking for a good investment?  Invest in family; invest in life!"


Resources for Financial Professionals

Advanced Planning Library
Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants.

Don't Leave Your Estate to Chance  Many people - even those who realize the importance of proper financial planning - haven't developed an adequate plan for their estate.


Welcome to The Longevity Game

How long can you expect to live? We developed the Longevity Game to give you a peek into your future by identifying the factors that can lead to a healthier, more productive life.

At Northwestern Mutual, we know a thing or two about longevity because we’ve been tracking statistics that impact life since 1857. And that wealth of knowledge helped us shape the Longevity Game.

Click here to play the game!
 


Several Useful Calculators

Click here 

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions Americans’ personal information. Here’s what to do if you’re at risk.

How to Negotiate Your Salary

Before you accept that new job offer, brush up on how to negotiate your salary to make sure you’re not leaving money on the table.

 

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