Gary R Davis CFP^®

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Gary Davis, Pat Kerfoot, and Elias George work with their clients to build a comprehensive financial plan using a dynamic planning process and a large network of experts. People have chosen to work with Gary Davis and his team because of their lead values of vision, contribution, and logical thinking. Gary and his team will help you look towards the future by asking thought provoking questions about what matters most to you and your family. They will help give you the financial solutions you need in order to align your personal, professional, and financial objectives. The real benefit of working with Gary Davis and his team is the confidence that we have implemented a solution that will serve you and your family today, as well as help you prepare for the best and worst scenarios in the future.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Gary Davis, Pat Kerfoot or Elias George.

Community Involvement

Gary Davis has been involved in many organizations in the community over the years and has held a variety of roles in those organizations. In his biggest role yet, he is the Chairman of the PGA TOUR event, Justin Timberlake Shriners Hospitals for Children Open in Las Vegas, Nevada. Combining Gary's love of golf and his passion for the Shriners Hospitals for Children, a passion that has continued for over 20 years, he hopes to bring new pizzazz to a historic tournament. Please learn more about Gary Davis' work with the community.

Dividends in 2008 expected to exceed $5 billion Northwestern Mutual and Northwestern Long Term Care have announced dividend projections for 2008.
Click here to learn more

Here are some articles Gary thinks you may find interesting 

An Employee Benefits Package with Real Value
Life Insurance Needs After Estate Tax Repeal
The Tax Advantages of Permanent Life Insurance

My Mission

Our mission is to develop enduring relationships built on trust and integrity with clients by providing expert advice for a lifetime of financial security. We help accomplish the most critical financial goals through effective risk management, wealth accumulation, and preservation. Our team provides clients with innovative solutions tailored to their specific needs and goals using world class insurance products and internationally recognized investment products.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.