Comprehensive Financial Planning

Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact–positive or negative–on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues.

Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving financial security is greatly increased.

As a Financial Advisor, Dave Rasak and his team have the knowledge and expertise to help you discover your core values and design a plan to help you achieve your goals. To develop your plan, they will take the time to learn what's important to you. Where have you been? Where are you now? And where do you hope to go? In this way, they put you—not your wealth—at the center of the process.

Media Mentions

Dave Rasak has sponsored features in Yahoo Finance, in an article titled; “Ensuring your investment strategy is part of an overall comprehensive financial plan.”

From the article: “[Rasak] takes the approach that financial planning is a comprehensive, thorough and very personal process. Understanding that each area of one's financial health affects other areas of life. Rasak views what he does as creating an all-encompassing financial roadmap for clients to take them from where they are today to where they want to be in the future.”

Resources for Business Owners and Entrepreneurs

Dave Rasak works with business owners to take advantage of unique investment opportunities at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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