Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Our first meeting will explore what you see as your ideal future, and we’ll have the opportunity to use the expertise I bring to the table to help create a plan to guide you towards these goals.  I have been fortunate to have worked with clients of various backgrounds, each with different goals in mind.  Financial planning is not only about how we can build wealth, but also involves how we can protect our income and assets.  It is important that a strong foundation be put in place in developing a firm strategy to achieve personal goals, whether it be a secure retirement, family education goals or ensuring a lifetime income.

Take a moment to ask yourself whether you've considered a plan for your financial future and if that plan is going to get you where you want to be.  Perhaps it’s time to find out.

Robert A Stefani, CFP®

Wealth Management Advisor


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