Our Purpose

Our firm’s purpose is to help people reach their financial goals in a low pressure counselor capacity. This approach reduces stress and helps enrich the lives of our clients and their families.  By helping one family at a time reach their goals in this way, we believe we are making our community, and as a result, our world, a better place. 

Key Differentiators

Personal Plan
Planning always starts with a discovery process of what’s important to you, but also includes my responsibility to highlight risks which may need to be addressed. This results in a personalized, tailored financial plan.  We’ll get to know each other, as we meet on a regular basis to review and revise your plan.
 
Unique expertise of both the investment and insurance industry
So often investment management professionals don’t understand insurance products, their pros and cons.  At the same time, most insurance professionals don’t understand investment management. I understand both and how they compliment each other.
 
Client Satisfaction
When clients were surveyed “what is the one thing they valued most about my firm and how we serve them”, all had common responses:  integrity, honesty, trust, proactivity, and responsiveness.
 
I’m not leaving!
I’m a third generation Northwestern Mutual Representative and have lived in Rhode Island my whole life.  I’m here for the long haul and I am committed to write a succession plan for my practice.
 
 
Let Tim McCahan and his team help ensure your financial future is all you want it to be.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.