Plummer, Daffin & Associates team photo

First Row Liz Girbert, Jim Daffin, Chris Plummer, Caitlin Plummer
Second Row Chase Dawson, Sharyn Dunnette, Phil Patten, Dave Sheaffer
Third Row Nick Plummer, Jenna Roberts

 

Getting You to and Through Retirement

Plummer, Daffin & Associates views retirement as something more than a time in our clients’ lives when they leave their careers. Plummer, Daffin & Associates sees it as a natural migration into a new life stage that presents new opportunities from travel to giving back to community and family in a meaningful way. Achieving financial independence is the key to enjoying retirement and a core aspiration for all clients.

Plummer, Daffin & Associates understands that accumulating wealth is a priority for retirees who are concerned about having sufficient resources in later years. However, it is equally important to understand that a retirement strategy can only be successful if wealth distribution is integrated with both risk management and wealth accumulation and preservation. Plummer, Daffin & Associates specializes in creating retirement plans that emphasize wealth distribution strategies that guides retirees through retirement.

The goal for Plummer, Daffin & Associates is to help clients create income for life, protect their assets, and to have their clients leave a legacy for future generations. Plummer, Daffin & Associates does this by making retirement a lifetime process, using insurance as a foundation to manage key risks, and to create a comprehensive retirement income plan by using investments and annuities.

The Financial Security Pyramid

The Financial Security Pyramid addresses your concerns with a repeatable process for achieving financial security throughout retirement. It provides a balanced approach that adapts to possible changes in your financial situation.

Retirement Resources

5 Must-Do's When Saving For Retirement
The Six Risks That Can Impact Your Retirement
Social Security Simplified

James H Daffin, CFP®, CLU®, ChFC®, CASL®, RICP®
Financial Advisor


Physicians Nationwide

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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