Robert A Stefani, CFP®

Wealth Management Advisor

Planning for Your Financial Security

Think of your average day. With time spent between your career and your family it may be hard to find time to deal with your personal finances. Unfortunately, being too busy can be very costly.

Although you may have saved some money, bought some life insurance, and maybe even invested in the market, you may not have taken the time to look at your current financial situation as a whole. Have you taken the time to ensure the financial security of your future?

My team and I are here to help you navigate the path to financial security. Whether you are concerned for your own financial needs, the financial needs of your family, or business, we can help you identify your insurance and investment needs and provide comprehensive solutions for achieving a secure financial future.

My Mission

As 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.

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.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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.