article
The Millennial’s Guide to Retirement Planning
Learn more
Walter Roth
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®
Our mission is to understand your ambitions, build a plan, provide clarity, and instill conviction.
Our team has a passion for creating personalized plans for life’s transitions. We take a holistic approach to financial planning, to include investment and risk strategies. We partner with specialists, such as CPA’s and Attorneys, to ensure that every aspect of wealth accumulation also has a distribution strategy.
We believe in building reciprocated trust between the client and the advisor. And when you become a client, you are taken care of. We specialize in the following:
- Working alongside business owners to create a business transition and succession plan, apply tax-efficient strategies, and implement new benefits such as disability, life, and retirement plans for employee retention.
- Helping those near or in retirement build out strategies in income distribution, tax efficiency, risk management, social security maximization, and legacy goals.
- Organizing the financials of those who have lost their spouse. We understand it’s a difficult time and want to help our clients along the way.
The creation and execution of a financial plan is just the beginning. We understand that your situation today may not be the same tomorrow, and our team understands that life changes. We prepare for every scenario the best we can, we review to ensure the plan still fits with your goals, and we make revisions when we need to. As your financial planning team, we are here for you and the generations that follow you.
Client Testimonial
Walter was the missing piece that we needed to help facilitate our farm business transition. He and his team are personable, very thorough, and knowledgeable. I am glad that we found Walter to help us navigate this complex process.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
Planning for the Sucess of your Business
Watch this short video to learn how we build a personalized plan that grows with your business.
Today’s Retirement Planning: Getting To and Through Retirement
Watch this short video to learn why strategies you use to get you to retirement are not the same strategies you’ll need to make sure your money lasts through retirement.
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
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
