Timothy Rice

Financial Advisor

Our Mission

"Our Mission is to benefit Kentuckiana's affluent in defining and providing financial security for their families and businesses.  We serve our clients as their trusted financial representatives delivering innovative solutions through a team approach offering world class products, ideas and service."

-- Team Mission Statement

Call 502-562-2403 to schedule a time to speak with Tim and his Team.


Areas of Interest

Visit these areas of Tim Rice's website:

  • Article Library ~ Articles on business and money practices, insurance, financial, investment, estate analysis and general interest articles.
  • Calculators ~ Calculators to estimate or compare many aspects of your financial welness.
  • Life Events ~ Learn about the challenges associated with each life stage you may encounter.
  • Market Analysis and Commentary ~ Monthly and quarterly commentaries plus regular analysis of specific world market segments.
  • Longevity Game ~ How long can you expect to live? We developed the Longevity Game to give you a peek into your future by identifying the factors that can lead to a healthier, more productive life.

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual’s comprehensive approach to personalized financial planning can help you achieve the future you envision.

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.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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.