Britt Yackey, CLU®, ChFC®, MBA

Financial Advisor

 

 

My Mission

My mission is to help select professionals and owners of privately held businesses create a lifetime of financial security. Whether you're planning for yourself, your family or your business. I'll work with you and your advisors to develop a customized financial plan that puts you in control of your financial future with integrated strategies, objective advice and recommendations based on your priorities. The benefit is financial peace of mind.

Welcome

What's your vision for the future? Your hopes and dreams are unique. Your plan to achieve them should be too. Britt Yackey's team will work with you to develop a comprehensive financial plan built on a time-tested, solid foundation to help you:

  • Build wealth
  • Protect your income and assets
  • Offer cost-effective benefits to attract and retain the best and brightest employees
  • Reward and retain key employees who add the most to your business
  • Protect your business from the unexpected loss of an owner or key employee
  • Efficiently transition your business when you're ready to leave
  • Maximize your estate and create a lasting legacy

The Business Owner Corner

It's difficult to separate the financial needs and goals of your business with the goals you set for you and your family. Britt Yackey's team will help you develop an integrated approach that addresses both, allowing you to create a competitive business advantage and live the life you envision. Let Britt Yackey's team help you build and implement strategies to grow and protect your business' value and success.

  • Business StartUp: Learn how Britt Yackey can help you identify goals, minimize risk and attract the best talent.

  • Business Growth: As your business grows, see how he can help you expand your benefit programs and address the importance of retaining your key employees.

  • Business maturity: Explore strategies to expand your efforts and to prepare for succession paying particular attention to whether your plans are to pass your business to a family member, sell to a key employee, or enter into a transaction with an outside financial buyer.

  • Business Transfer: When it's time to transfer your business, successfully move on and beyond with a succession plan.

If you own or operate a business, Britt Yackey recommends the following articles:

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.

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