Eric Michael Shutt, CLU®

Wealth Management Advisor

Professional

Eric began with Northwestern Mutual as college intern in 1999 while attending the University of Washington.  As a Wealth Management Advisor, Eric and his team work hard to understand and stay current with the goals and objectives of their clients.  With a deep understanding of family or business needs, a plan is then developed to act as a roadmap to enable clients to achieve what is most important to them. 

Eric and his team partner with clients to create and oversee a comprehensive plan.  Such a plan may address retirement and education funding objectives, asset management, retirement plan design, integration of employee benefits and company stock and/or options, social security and Medicare, trust services and estate planning.  The result is a thoughtful plan that addresses both the probabilities in life as well as the possibilities, all done based on sound economic principles.

 

Our mission-

“With 17 years of experience in our industry, I’ve never seen a greater need for the type of work we do.  The world is moving faster than ever with increasingly complex rules, constant changes to the tax code, longer life expectancies, increasing health care costs, and the diminished role of employer-provided benefits.  Retirement planning in particular is more challenging than ever before. 

More often than not, we find that people have put some good pieces in place, but often lack someone to oversee their overall financial picture.  The result of this are gaps in planning, missed opportunities, inefficiencies, missed opportunities, and biased solutions.  I believe people want and deserve better.  Our mission is to help clients make better and more thoughtful financial decisions to improve long-term outcomes, and benefit from the enhanced feeling that comes along with financial security.”

-Eric Shutt, CLU®

 

Eric has earned the Chartered Life Underwriter (CLU®) designation from the American College.

In the Chartered Life Underwriter® (CLU®) program, Eric learned how to fully serve the diverse needs of his individual and business clients through in-depth insurance knowledge. Upon completion, Eric gained the expertise to provide guidance to clients on types and amounts of life insurance, make recommendations on aspects of risk management, and expert knowledge of various insurance solutions. A CLU® designee understands the legal aspects of life insurance, and assisting clients in making decisions about estate planning, including various wills and trust arrangements.

https://www.theamericancollege.edu/designations-degrees/CLU

 

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