www.primacyfinancial.com Open in urlscan Pro
162.159.133.81  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to main content

Connect with Primacy Financial

 * 
 * 
 * 

EmailClient Login
 * Home
 * Our Team
 * Approach
   Our ProcessFee-Based Financial PlanningFinancial Planning
 * Expertise
   ServicesBusiness PlanningWealth ManagementRetirement Planning
 * Resources
   Calculators
 * Contact Us
 * Client Center
 * EmailClient Login
   
   Connect with Primacy Financial
   
    * 
    * 
    * 


Pause Play


YOUR PLAN. OUR PURPOSE.®

Connect with Primacy Financial

 * 
 * 
 * 

At Primacy Financial we recognize that financial planning is more than
investment decisions. We work to help individuals and business owners to have
greater clarity by developing a personal vision and a written plan to help
provide the best strategies to protect and maximize wealth beyond investments in
every stage of life.





OUR MISSION

We help people gain clarity by creating alignment with their values and
financial goals so that we can effectively create, implement and manage a
long-term financial plan to accomplish their vision of the future.




OUR APPROACH

Your planning table might be empty, or it may be crowded and out of control. Our
team can provide the advice you need and the support required to move your plan
from concept, to concrete.

Some advisors start with strategies. Some start with a specific solution. We
start with a process that services your goals now, and in the future. Clear
goals, smart solutions, solid implementation, and ongoing attention to your
results. It’s a system that makes sense for goals that matter. Yours.

As a fee-based financial planner, Ryan is compensated for the time and expertise
put into designing and creating your personal financial plan. Under this fee
structure, Ryan has a responsibility to ensure your interests and goals are
always put first.*

Financial Advisors and Representatives do not render tax advice. Consult with a
tax professional for tax advice that is specific to your situation.




OUR FOCUS

Advanced Retirement Planning – Make the most of your retirement portfolio with
strategies designed to minimize taxes and maximize income.

Business Owners – Integrate your business and personal planning to find
synergies that can provide tax and retirement planning opportunities.

Medical Professionals - Develop a plan that addresses the unique financial
challenges and opportunities for success.



TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Anthony Blasting, Ryan P O Connor, Christopher J Williams and Sean David
Thompson use Primacy Financial as a marketing name for doing business as
representatives of Northwestern Mutual. Primacy Financial is not a registered
investment adviser, broker-dealer, insurance agency or federal savings bank.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities,
and life insurance with long-term care benefits) and its subsidiaries. Anthony
Blasting, Ryan P O Connor, Christopher J Williams and Sean David Thompson
provide investment advisory services as Advisors of Northwestern Mutual Wealth
Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal
savings bank. Anthony Blasting, Ryan P O Connor and Christopher J Williams are
Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI,
(long-term care insurance) a subsidiary of NM. Anthony Blasting, Ryan P O
Connor, Christopher J Williams and Sean David Thompson provide investment
brokerage services as Registered Representatives of Northwestern Mutual
Investment Services, LLC (NMIS), a subsidiary of NM, registered investment
adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Anthony
Blasting, Ryan P O Connor and Christopher J Williams are Insurance Agents of NM.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

Anthony Blasting, Ryan P O Connor and Christopher J Williams are primarily
licensed in NY and may be licensed in other states.

Ryan P O Connor CA License: 0J06457 NPN: 16247856
Christopher J Williams AR License: 965094 CA License: 0E28652

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The
American College of Financial Services.

Legal NoticePrivacy NoticesThird Party LinksDo Not Sell or Share My Personal
Information

Connect with Primacy Financial

 * 
 * 
 * 

Jump to top of page