My Mission

As a Northwestern Financial Advisor (with over 30 years of service) my goal is to improve families’ overall financial security.  From my Babson college graduation, our marriage, the raising of our three children, and caring for elderly relatives, my own life experiences have helped me mentor families to save for college, retirement and other dreams.  Sometimes life gets in the way of our plans. To insure family goals become reality, I can provide financial planning solutions to help you protect and prepare for the unexpected.

Everything starts with getting to know a family’s concerns, goals, challenges, and investment style while creating and implementing a long-term plan. Several clients have told me they appreciate me listening without being judgmental; they can be honest without being defensive while discussing options.  Others have described me as their financial therapist. Whatever stage of life you are in, or looking to plan for, my team and I work to offer you effective and practical solutions.

Life is very busy while working and raising a family.  Many clients have said to their spouses or children, call David if there is a problem. I have enjoyed my career, look forward to the future, and appreciate the time and confidence families place in our relationship.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

David Jay Vine, CFP®, CLU®, ChFC®

Financial Advisor

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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