Personal

I have two wonderful adult children Michael age 29 (a PHD student in Boulder, CO) and Daniel age 26 (an investment banker in NYC).  I am extremely proud of both of them.  

I enjoy water skiing, snow skiing, boating, running, and spending time with my friends and family.

Professional

Jim Smallegan, CPA, CLTC®, RICP®, CLU®, CASL®, ChFC® is a Wealth Management Advisor who is affiliated with Northwestern Mutual. Jim helps clients with comprehensive financial planning. Over the past 20 years this has included working with and coaching business owners. Recognizing each for their individual stories, thoughtfully thinking through and documenting their dreams, goals and objectives.  Working with clients he develops financial plans that guide clients through a customize approach to reaching their goals and objectives.

Experience and resources are presented in an exacting blend which can include; Wealth Management, Life insurance planning, disability insurance planning, Long term Care Insurance planning, Retirement Planning -  Retirement accumulation strategies, Retirement distribution strategies, Estate planning strategies, Business Succession Planning, Key person planning, and Employee benefits planning. Goals and dreams are the central focus of the decisions and structure for the financial plan that is customized for each client.

Please let Jim know how he might be able to help you realize your vision for the future.


DESIGNATIONS

  • CPA -  Certified Public Accountant
  • ChFC® – Chartered Financial Consultant
  • CLU® – Chartered Life Underwriter
  • CLTC® - Certification for Long-Term Care
  • CASL® -  Chartered Advisor for Senior Living 
  • RICP® - Retirement Income Certified Professional 

Stay Connected

I stay connected with industry trends, updating certifications, and key market indicators.   Connecting my resources with your objectives allows us to work together to create a plan that works best for you. So, whether you are planning for your future or planning for your retirement, we connect so that your solution is an integrated approach.   The best way to develop a plan that is successful for you is one that starts with a conversation to evaluate your goals, dreams and objectives.   

Together we will develop your financial plan that is customized just for you!  

 

Financial Success

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 comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

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 to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be!   

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Create Yours For The Dreaming

Jim Smallegan and other community partners provide families at home with activities to utilize their creative side and find great things to do. Read our section on the home page for tips and resources provided by Jim to educational websites and apps for kids.

Visit Create Yours For The Dreaming

Financial and Estate Planning Council of Metro Detroit

It is estimated that more than 56 percent of Americans do not have an estate plan in place. Check out what the Financial and Estate Planning Council of Metro Detroit is providing Farmington Hills first responders to help them prepare

Visit Financial and Estate Planning Council of Metro Detroit

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline