Barry L Finkelstein Ph.D., MSFS, CLU®, ChFC®, CFP®Financial Advisor |
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Office: 847-663-7131 5215 Old Orchard Rd Sign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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Dividend AnnouncementNorthwestern 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. Consistency Counts ScorecardAs 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. Consistency CountsStrength 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. 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. Managing Your Money In A DownturnNorthwestern 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).
Thank you for taking the time to view my web-site. I appreciate your interest in the services I provide. While I hope this resource gives you a better idea of the kinds of issues and concerns I, as a veteran financial representative, can help you manage, there is no substitute for a face to face meeting, and I look forward to meeting with you in person.Maximizing the potential of your money takes a full-time focus and ongoing education. I have dedicated my professional life to developing a deep understanding of the vast and complex nature of financial services. Through open conversation with you, learning about you, your family, your goals and preferences, I will help identify a solution with both the consistency and the flexibility for different stages of your life.
NPR PodcastsDo you like NPR's top-rated news shows, Morning Edition and All Things Considered, but have trouble fitting them into your busy schedule? The Northwestern Mutual Foundation has made it possible for you to listen to segments of these newscasts whenever it is convenient for you. Download the NPR's Newscasts or Business podcasts, or NPR's Most Emailed Stories podcast. My MissionMy mission is to help clients achieve their financial goals with world-class and internationally-recognized insurance and wealth accumulation vehicles along with maximum utilization of income and estate tax laws.Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2009, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. 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. Barry L Finkelstein is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 5215 Old Orchard Rd Suite 1200, Skokie, IL 60077-1088, 847-663-7000, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and the Hoopis Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. 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. Barry L Finkelstein is primarily licensed in Illinois and may be licensed in other states. CA License: #0A03477 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. |
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