Andrew P Shulla, CLU®, ChFC®, CASL®, LUTCF

Financial Advisor

Andrew P Shulla

Office: 608-836-2094

1600 Aspen Cmns Ste 800
Middleton, WI 53562-4765

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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.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. That's where Andy Shulla comes in.

Andy values service and this is what he and his team are committed to provide. They look forward to each day with another opportunity to serve you on any level you require.

As your Financial Advisor, Andy  will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Andy Shulla wants to help you achieve a secure financial future. Give him a call.

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Permanent Life Insurance and Building Financial Security

Build Your FoundationView this brief video to learn about the major benefits permanent life insurance can offer, from cash value accumulation to tax benefits and more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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How Much Would a Future Long-Term Care Event Cost?

Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.

New Life for Life Insurance?

Life insurance plays an important role in helping to provide financial security. A new article, New Life for Life Insurance?, provides a fresh perspective on its benefits and why choosing a mutual company can make a difference. Read the article

My Mission

I provide financial security for physicians and business owners.

 

Physicians Nationwide

Andrew Shulla 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.

 

Value Statement

As a Northwestern Mutual Financial Advisor, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself. 

 

About Andrew Shulla

Hard work, discipline, expertise, and financial planning transform aspirations into reality. Wherever you may be on the road to success, professional guidance can help you achieve your goals toward of financial security and continued growth.

Whether you are seeking to preserve the full value of the success you have already achieved or looking to grow your assets over the long term, Andy Shulla can help you create a personal plan that addresses your specific goals.

A good financial plan will lay out what you need to do today to help achieve your goals for tomorrow. It should take a broad range of areas into account such as, including retirement planning, education funding, estate planning, investment planning, and asset allocation, to make sure your investment portfolio is designed to match your circumstances. Andy Shulla will help you gain a clear understanding of these interrelationships which will prove valuable as you confront the evolving economic issues.

Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Please contact Andy Shulla for more information.


Northwestern Mutual

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 Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.