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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 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

Imagine 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.

You Matter

Do you know the 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.

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.

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

Wealth Management Advisor

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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