Jay C. Burgman, CFP

[Jay C. Burgman, CFP @JayBurgman]

If you're feeling like the world's a little much these days, I'm here for you. Now's the right time to make a financial plan for the life you want.

[Jay C. Burgman, CFP @JayBurgman]

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. https://t.co/jF1KaQrjYU

[Jay C. Burgman, CFP @JayBurgman]

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. https://t.co/D2HAsjRCBG

[Jay C. Burgman, CFP @JayBurgman]

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. https://t.co/8WJWxHEjNI

[Jay C. Burgman, CFP @JayBurgman]

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. https://t.co/bqLLiGkicM

[Jay C. Burgman, CFP @JayBurgman]

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. https://t.co/lygr4mA8Q5

[Jay C. Burgman, CFP @JayBurgman]

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. https://t.co/52lVqSw1GG

[Jay C. Burgman, CFP @JayBurgman]

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

[Jay C. Burgman, CFP @JayBurgman]

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. https://t.co/aDAb4H8wEv

[Jay C. Burgman, CFP @JayBurgman]

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

[Jay C. Burgman, CFP @JayBurgman]

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. https://t.co/hhOSlnA6JK

[Jay C. Burgman, CFP @JayBurgman]

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. https://t.co/DJUuPnpRow

[Jay C. Burgman, CFP @JayBurgman]

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

[Jay C. Burgman, CFP @JayBurgman]

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. https://t.co/sagT8yqaLW

[Jay C. Burgman, CFP @JayBurgman]

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. https://t.co/YSPDDHPcak

[Jay C. Burgman, CFP @JayBurgman]

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

[Jay C. Burgman, CFP @JayBurgman]

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. https://t.co/iarAt9DFX2

[Jay C. Burgman, CFP @JayBurgman]

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://t.co/MRSlDXNE5Y

[Jay C. Burgman, CFP @JayBurgman]

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

[Jay C. Burgman, CFP @JayBurgman]

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. https://t.co/o3LviP0lyT