Ross A Kasner : Northwestern Mutual

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Ross A Kasner, CFP^®, CLU^®, ChFC^®
Wealth Management Advisor

1 N Wacker Dr Ste 4600
Chicago, IL 60606-2841

Phone: 312-641-8601

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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.

As your Wealth Management Advisor, Ross Kasner 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.

Ross explains his philosophy and process he utiizes in working with clients:

My business exists to help people achieve a higher quality of life. My mission is to help people articulate what is important to them and inspire them to make financial decisions in alignment with those values.

I shall make every conscientious effort to ascertain and understand all of the conditions surrounding those I serve. In doing so, I will render the same service that I would apply to myself under the same circumstances.

When I initially meet with you I will take you through a process designed to help you discover what is most important about money to you. We will discuss your goals and current financial situation and how they are interrelated. Typically the discussion includes your wealth accumulation strategy for retirement, your investment strategy, overall savings, insurance, legacy estate analysis, and education funding. Finally, I will propose action steps to help you bridge the gap between your current financial reality and your intentions.

When you agree to come on board as a client, we will establish a systematic timetable to proactively initiate the recommended strategies. Then, over time, we will monitor your progress and make adjustments as needed.

I work extensively with consultants, corporate executives, traders and business owners. My typical client is 36 - 66 years old, has children, loves his/her family, is fun to be around and is financially successful. Most of my clients live in the city, in the north, northwest and western suburbs.

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Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Ross A Kasner is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 1 N Wacker Dr Ste 4600, Chicago, IL 60606-2841, 312-641-8900, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and The McTigue Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Ross A Kasner is primarily licensed in Illinois and may be licensed in other states.

CA License: #0C05778

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Ross A Kasner, CFP®, CLU®, ChFC®

Wealth Management Advisor