James G Zoller , MBA, CLU^®, ChFC^®

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

James Zoller offers personal planning analysis for individuals and business planning for small business concerns.  By combining 11 years of corporate finance and tax law experience, Jim Zoller and his staff have created the expertise required to assist clients in achieving their specific goals.

Specifically for individuals, Jim specializes in risk management, education funding and retirement solutions.  When working with small business owners, Jim Zoller deals with issues related to executive benefits and business continuation.

Let James Zoller help you ensure your financial future is all you want it to be.

In the News

Northwestern Mutual Maintains Highest Ratings
Northwestern Mutual has maintained the highest possible insurance financial strength ratings from the four major rating agencies.

A++ - A.M. Best (May 2006)
AAA – Fitch Ratings (August 2006) 
AAA – Standard & Poor’s (May 2006) 
Aaa – Moody’s Investors Service (March 2006)

In 2007, for the 24th time in as many years, Fortune® magazine recognized Northwestern Mutual as America´s "Most Admired" company in our category ( Fortune Magazine, March 19, 2007)

The Mint

 The Children's Guide to Handling Money Wisely

Jim Zoller would like to introduce you to a website sponsored by the National Council of Economic Education that is designed for our children.

This site was developed to help children and teens understand the value of money, the importance of saving and the risk of credit, to ensure a successful future. 

The Children´s Guide makes learning interesting and interactive; treating a serious situation in a fun and easy-to-understand way.  There is even a "parents page." It is never too early to teach our children about finances - it just makes cents!

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).