Jacqueline Broberg: Financial Planner

Jacqueline Broberg: Financial Planner Let's build generational wealth, together.

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

9 years ago today these kids got married.4 years ago today they had this kid.I'm taking a half day today to celebrate Ja...
06/24/2026

9 years ago today these kids got married.
4 years ago today they had this kid.

I'm taking a half day today to celebrate James Christian's birthday with a visit to the Zoo.

I truly couldn't be more grateful for a career that gives me the chance to build all types of wealth - today we are celebrating the wealth of time.

Because boy does time go fast.

When did my baby become a little boy?

When did we get to nearly a decade of marriage?

I wouldn't trade what we're building for anything else and I knew that I wanted a job that built up my family as much as it built up my career. And I can't imagine doing anything better for a working parent.

As I look to hire new advisors on my team, I want to give parents the same opportunity I had - to schedule in a half day when their kid has a birthday with no concern. To afford the meaningful moments and adventures. To make a life we dreamed of.

DM me if you're looking for something new and open to a cup of a coffee and a conversation on what we're building and what you could be building too.

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-r...
06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6187BDwbCz

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhanc...
06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6188BDGC4m

06/18/2026

Looking for a career that’s a 10 with no qualifiers? Northwestern Mutual has the highest financial strength ratings of any life insurer from all four major rating agencies:
A++ Highest AM Best Company (Nov 2025)
AAA Highest Fitch Ratings (Aug 2025)
Aa1 Second highest Moody’s Rating (June 2025)
AA+ Second highest S&P Global Ratings (October 2025)

Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings are subject to change.

Had the awesome opportunity to be interviewed by Babylist. Becoming a parent changed me in the best ways, including fina...
06/17/2026

Had the awesome opportunity to be interviewed by Babylist.

Becoming a parent changed me in the best ways, including financially. It made me re-asses our own financial situation and do what I could do to change it. There's some great advice in here (from me and another advisor) on how to be a little more financially prepared than we were, especially to have the OPTIONS to raise your family the way you want to.

Read more here: http://spr.ly/6187BDMRP3

06/17/2026

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

06/16/2026

Most families can’t cover the full cost of eldercare on their own, especially if they’re also raising kids. But the goal isn’t to do it alone. If you’re trying to figure out how to hold it all together—or make a plan to help you navigate this more smoothly in the future—that’s exactly what I help people do. Let’s connect.

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management ...
06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6185BDGXVS

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get start...
06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

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34 Village Road
Middleton, MA
01949

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