Our Mission

We are a married couple that believes marriages are protected through the development of financial habits created from transparent conversations. 

We believe people who have achieved financial security are able to experience the life they were designed to live.

 

 

Our Values

  •  Transparent recommendations you can trust (We would give the same advice to our mom.)
  •  An enjoyable planning experience without pressure (Yes, financial planning can be fun!)
  •  Meaningful relationships for the long haul (We are not into just dating.)
  •  Custom financial plans that provide peace of mind (Think of us…as the GPS for your goals, unlike your last family road trip where Dad refused to ask for directions.)

Our Approach

We take a comprehensive approach carefully  tailored to individual and family needs. None of us can predict the future, but together we will create a worry-free plan that will meet your most important financial goals and maximize the opportunity for growth.

Our Office: Diverse By Design

The Northwestern Mutual Downtown Cincinnati office has an intentional foundation of diverse advisors ready to address the needs of underserved populations within the community. We pride ourselves on the ability to truly implement change within the industry by giving a voice to those who have been historically underepresented.

Venue Magazine's 2016 Showcase of the Downtown Office

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.

Jaclyn Kayla Purcell
Managing Director


Purcell Financial

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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