Wendy Lessley, CFP®, CLU®, ChFC®, CASL, REBC®

Financial Representative
Wendy Lessley

Office: 406-522-4759

1276 N 15th Ave Ste 202
Bozeman, MT 59715-3269

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes

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).

Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.

Click here to visit the site

Financial security is a major objective in each of our lives. Sound financal plans consist of both offensive strategies (such as saving for retirement or education funding) and defensive strategies (in case things don't go as you hoped). Whether you'd like to discuss personal or business needs, I can help you find appropriate solultions. Although I have six professional designations, in order to give you the best possible advice, I do not charge for my time, so please come visit.

My Mission

As a trusted professional, I will learn about your personal and financial goals, and apply ethics, passion, and logic to help you create a strategic needs analysis. I'll review and update your specific case as your life changes to help you identify your needs and provide you with specific risk protection and investment solutions. I find great joy in developing long term relationships with my clients and their team of advisors.

 

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.