Our mission is to inspire people to be passionate about what is possible and to align their actions with their intentions.
To learn more about my team, click here.
Jarrod Markley is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.
Fee-Based Financial Planning
As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.
Plan Now for Your Future
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.
To help clients achieve their objectives, Jarrod Markley works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so Jarrod uses a four-step approach in working with his clients:
Jarrod Markley's planning process is unique – he starts at a different plane than other advisors. He starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals.
Then he focuses on the issues below the horizon – Strategies, Tactics and Tools.
By staying above the horizon and gaining clarity around your goals, Jarrod can help you make wise choices about the solutions below the planning horizon.
Working in the best interests of his clients is Jarrod's business, and he takes this role very seriously.
Whether you're concerned for your own planning needs, your family or your business, Jarrod Markley can help you find the right answers.
Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.