Putting Your Family First

As a financial advisor who focuses on serving the needs of emerging affluent and wealthy families, I provide guidance on how to plan, protect and provide for all of life's expected and unexpected moments.  My commitment to serving families enables me to assist you and your loved ones whether you're a newlywed or you have generations of family to think about.


I deliver insights for all life stages spanning from young couples, young families, established families, pre-retirement, retirement, and legacy.  I have access to a wide variety of quality risk mitigation and wealth management tools.  They can be customized to meet the needs of families of various sizes.  I offer tax-efficient solutions for the benefit of the families and their loved ones I serve.


I collaborate with a team of Northwestern Mutual representatives and advisors, along with your outside attorney, banker, or CPA with the goal being to optimize finances, tax-efficiencies, and legal arrangements to maximize long-term financial security.  We'll help unlock value created during your working years to structure a secure, tax-efficient, lifetime retirement income stream. You benefit from having the hindsight of other who've come before you, serve as your foresight.


Even the best laid plans are subject to unpredictable external influences.  We'll enable you to deploy cost-effective strategies to mitigate the risks that affect all families from time to time: An unexpected health event, disability, or worse.  You and your family will be well prepared to handle the occasional curve balls life throws at all of us.  

Let's collaborate and develop an intelligent family management plan that closely aligns your objectives with financial strategies that are cost effective, tax-efficient, and structurally sound for the long term.

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

John David Miles

Financial Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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