Your Future is Now

James Grogan and his team serve clients in the Greater Milwaukee area.

The need for a secure financial future is common to every individual and organization, but the ways of getting there are as varied as the situations they address. Each entity has its own past, present and expected future, and the corresponding financial solutions must be structured according to these factors to have any chance of success. What is required in every case is a personal planning analysis to ensure that the path taken heads in the direction of the intended destination.

James Grogan helps connect individuals and organizations to their paths toward secure financial futures. He begins with a conversation aimed at fully understanding the baseline situation and any expected needs and aspirations, during which he often uncovers factors that previously weren’t part of the equation. With this information James Grogan develops a selection of financial solutions tailored to address the unique lives of the participants, and he remains close to the client to provide additional recommendations as evolving factors warrant.

Explore this site to learn more about James Grogan and his team, and then contact him to begin a conversation to help you build a secure financial future.

Spotlight on Careers

In addition to his role as a financial advisor, James Grogan serves as the Managing Director for Northwestern Mutual - Park Place, a local district network office located in Milwaukee.

Click here to learn more about a career as a financial representative.
 

Northwestern Mutual Financial Network News

Please check out this great presentation about permanent life insurance.

Permanent Life Insurance-  A Unique Asset

My Mission

“My mission is to help successful professionals and business owners match their needs with financial solutions through open, honest relationships."

 

 

James P Grogan, CLU®

Wealth Management Advisor

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