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Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessClient CenterAdvanced Planning LibraryNorthwestern Mutual's Advanced Planning Library is a powerful legal research tool. |
Dividend AnnouncementNorthwestern 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. Do you know the six biggest risks to a secure retirement and how to plan for them?Northwestern Mutual Named #1
See why we’re ranked #1 in the world. 2010 Annual Report
Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future. View Interactive Annual Report Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”
Providing Help and Hope
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For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly. You’ve likely saved some money, bought some life insurance and maybe even invested in the market, but have you really taken the time to look at your current financial situation in totality. More importantly, have you taken the time to ensure your financial future will be more secure?
That’s where I come in. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your insurance and investment needs, and provide comprehensive solutions for achieving a financially secure future.
Expert Guidance and Innovative Solutions As a member of the Northwestern Mutual, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.
Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.
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My MissionAs an Advisor, I believe educated people make smart, educated decisions. My team and I look to empower our clients with the precise knowledge and tools necessary to achieve the financial success they truly desire for themselves and their families. We help our clients take the time to slow down from the complexity and fast paced nature of the world we live in, to clearly identify what is most important to them, so that we can effectively speed up towards accomplishing their most amazing future. My purpose is to help improve the quality of my clients' lives financially and emotionally in aligning their financial planning with their values and goals, by working in a wide range of areas from investments and insurance, to more sophisticated tax strategies for keeping more of the money they earn. Northwestern MutualWe 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. |
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© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Robert Anthony Stefani is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1191 Northland Dr Ste 150, Mendota Hts, MN 55120-1390, 651-456-9446, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Erpelding Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Robert Anthony Stefani is primarily licensed in Minnesota and may be licensed in other states. CA License: #0F95397 |
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Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.
