Ross A Kasner

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

1 N Wacker Dr Fl 46
Chicago, IL 60606-2841

Phone: 312-641-8601

Email Ross A Kasner

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Your Future is Now

McTigue Financial Group Rated in Top 3 "Best Places to Work"

The March 2, 2009 issue of Crain’s Chicago Business has named The McTigue Financial Group in the “Top 3 Best Places to Work in Chicago.”  Click here to read more.

 

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.

  


Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.


Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more.


Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.