Jack Kincannon

About Jack Kincannon

Jack Kincannon is a Financial Advisor with the Northwestern Mutual Wealth Management Company, offering comprehensive financial planning services. Jack’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Jack serves his clients best by creating a holistic financial plan; this, he believes, is the only way to properly decipher between what is “good” and the absolute best next step for his clients. He begins this process by learning about your current finances and then finds tailored solutions to help you achieve financial security as you define it. With your needs above all, Jack can create a custom strategy with clear action steps, providing financial security while protecting and preserving your assets over the long-term. This protect and prosper approach guides the plan to build generations of wealth.For additional information, please call Jack at 31••••••32 or visit his website at jackkincannon.nm.com. About Holistic Financial PlanningHolistic financial planning seeks to optimize each and every aspect of a financial plan and understand how those pieces work together in achieving anyone’s goals. A holistic financial plan paints a complete picture of a client’s financial life and works to make each part complementary to the others. Many individuals do not fully understand what this means because they have so many different financial professionals who operate independently. Holistic financial planning is less of a siloed approach to investments, tax planning, insurance or annuities. Instead, holistic planners such as Jack look at a person’s entire financial landscape, which include - Investments- Debt reduction- Tax planning - Retirement planning - College planning - Budgeting and saving- Life insurance, including permanent and term- Asset protectionFor 13 years, Jack has practiced holistic planning because he believes it’s the only way to properly advise clients. We hope to hear from you soon and would be excited to serve you! More About JackCurrently, Jack is licensed in the following states: CA, CO, CT, FL, IL, IN, KY, MI, MN, MS, NC, NJ, NY, OH, PA, TN, TX, VA, and WV.

Experience

1. Financial Advisor

   Northwestern Mutual

   Feb 2011 — Present · Carmel, IN, US

   My current role includes working with clients to help them realize the most financially secure position they have ever achieved. My clients\' experience includes innovative solutions using world-class insurance services, tax-efficient strategies, and identifying a deeply proactive strategy towards the distribution phase of financial security. Please alert me if you would like to explore financial security planning with Northwestern Mutual.

Education

• Purdue University

  BA, Public Relations and Rhetorical Advocacy

  2006 — 2010

Skills

• Investments
• Risk Management
• Customer Service
• Disability Insurance
• Event Planning
• Leadership
• Long Term Care Insurance
• Marketing
• Insurance
• Communication
• Life Insurance
• Finance
• Strategic Financial Planning
• Retirement Planning
• Time Management
• Employee Benefits
• Networking
• Public Speaking