Jamie N Houston, CFP®, ChFC®, CLU®, CLTC®

Wealth Management Advisor

  • Office 216-802-0923
  • Fax 216-273-0230

Team
From left-to-right: Jamie Cooper, Drew Pavlov, Claire Duna, Kelsey Capecci, Rick Jennings, Chelsea Coleman, Thomas Biel, Brian Boucher, Tim Doyle, Jamie Houston, Autumn Baskerville, Anthony Zrinyi, Toni Santillo

I love that I get to inspire you to financial confidence through meaningful planning.

I partner with wildly successful, passionate, motivated, busy people - especially women (many of whom run their own small business) to make strategic progress on your financial plans, focused around your goals. I pride myself on providing conversations that are valuable, helpful, informative, and productive for my clients.

 

Resources for Women

Resources for Attorneys

Northwestern Mutual's Advanced Planning Library is a powerful legal research database, designed for use by attorneys, CPAs, trust officers, law and business school professors, actuaries, non-profit organizations, and retirement plan consultants. This Web site contents include information on estate, business, charitable, retirement and insurance planning produced by attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.

Resources for Retirement

 

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.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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