New Team

Raymond Bertasi and Nathan Kinard, Wealth Management Advisor and Managing Director at Northwestern Mutual-Little Rock, work together to provide comprehensive financial strategies, education and expert advice. Raymond and Nathan are backed by a full team and a large network of specialists and strategic partners.

“I have had the pleasure of knowing and mentoring Nathan since he joined Northwestern Mutual as an intern in 2008. In his 10 years as an advisor, Nathan has built a strong and balanced financial planning practice, and I continue to be extremely impressed with the care and attention he provides his clients. Together, Nathan and I bring more than 50 years of combined experience in financial planning, including retirement, estate, investment and business planning strategies.” - Raymond Bertasi


Your Future is Now

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 comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

As your Wealth Management Advisor, Raymond Bertasi 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.

Let Raymond Bertasi and his team help you ensure your financial future is all you want it to be.


A New Approach to Retirement Planning—Exclusively from Northwestern Mutual

You MatterImagine being confident that your income will last throughout your retirement years—despite changes in the economy or how long you live. Northwestern Mutual’s retirement income planning process is designed to help provide you with a steady income stream for as long as you live. Learn more.

Do you know the six biggest risks to a secure retirement and how to plan for them?

Learn More.

Do you know the impact a long-term care event can have on your financial security in retirement?

Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.


Strategies for Each of Life's Stages

Building Wealth

The accumulation and management of wealth can bring a sense of freedom and accomplishment. However, planning your financial future first means understanding your goals and aspirations.

Develop a financial blueprint for building wealth.

Maintaining Wealth

Time constraints in daily life make it difficult to identify and develop wealth management strategies that align with your financial goals.

Maintaining wealth means understanding the complex issues around wealth management and the ways they can affect your future.

Leaving a Legacy

The legacy you leave, whether to your family or causes you believe in, depends on the plan you prepare. Charitable giving as part of wealth management and your legacy can be very rewarding for you, your family and a charitable organization.

Have an impact on future generations and your community by leaving a legacy.

Estate Planning

Estate planning is not just about taxes; it is a personal process grounded in the attitudes, beliefs and traditions that you consider important.

Wealth management and estate planning go hand-in-hand, and Northwestern Mutual can help your develop and implement a plan to disburse your wealth according to your goals.

 


Northwestern Mutual In The News....

Raymond L Bertasi, CLU®, ChFC®, CFP®, CASL®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck