Raymond L Bertasi

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Raymond L Bertasi, CLU®, ChFC®, CFP®
Wealth Management Advisor

650 S Shackleford # 300
One Financial Centre
Little Rock, AR 72211-3562

Phone: 501-228-9300

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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 help you ensure your financial future is all you want it to be.

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.



Read more: Wealth management and charitable giving - Northwestern Mutual  

 

37 straight years of A++ strength

Ratings agency A.M. Best has reaffirmed Northwestern Mutual and Northwestern Long Term Care Insurance Company’s best-possible insurance financial strength rating of A++ with a stable outlook.

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern 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.

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Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

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

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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.

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.