-Benjamin Franklin
FINANCIAL PLANNING
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
--------- What we do ----------
Our Services
You've worked hard to build a life you enjoy with the people you love, let's make sure you protect it. We'll work together to figure out how life insurance can meet your needs.
Your ability to earn a living is likely the most important financial asset you have. Depending on the type of job you have (or business you own), we have a solution.
Have the flexibility to choose the care you may need for yourself (or a loved one) while helping to protect all that you've worked so hard for.
With fewer companies offering pensions and the future of Social Security uncertain, it's more important than ever to have a comprehensive plan. We have a range of options to help you enjoy every day of your retirement years.
Estate Planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Happy Clients
Outstanding Financial Planner!
"Johnny Rosalino from Northwestern Mutual has been a lifesaver for my family. With four kids, we needed comprehensive financial planning to ensure a secure future. Johnny's expertise, patience, and personalized approach made the entire process smooth and stress-free.
He took the time to understand our unique needs and goals, and crafted a detailed plan that covers everything from college savings to retirement. Johnny's attention to detail and proactive communication have given us immense confidence in our financial future.
Highly recommend him to anyone looking for a trustworthy and knowledgeable financial planner!"
- Rina Kalifa
Exceptional Financial Planning Experience!
"Working with Johnny Rosalino from Northwestern Mutual has been an absolute game-changer for our family's financial well-being. With four kids, we had so many questions about how to best secure their future, and Johnny provided the clarity and expertise we needed. His thoughtful approach and deep understanding of financial planning made us feel confident every step of the way.
Johnny’s ability to break down complex concepts into easy-to-understand terms was incredibly helpful. He meticulously crafted a plan that not only addresses our current needs but also sets us up for long-term success. From education savings to retirement, Johnny covered it all with precision and care. We couldn’t be happier with the service and peace of mind he’s provided.
Highly recommend him to anyone seeking a reliable and skilled financial planner!"
Top-Notch Financial Guidance!
"Our experience with Johnny Rosalino from Northwestern Mutual has been nothing short of outstanding. As a family with four children, we needed someone who could navigate the complexities of financial planning with ease, and Johnny did just that. His patient and personalized approach ensured that our unique goals were met with a comprehensive plan tailored to our needs.
Johnny’s commitment to understanding our situation and providing thoughtful, expert advice made all the difference. He covered everything from our kids' education funds to our retirement strategy, leaving no stone unturned. His attention to detail and proactive communication have given us incredible confidence in our financial future. I can’t recommend Johnny enough for anyone in need of a knowledgeable and trustworthy financial advisor!"
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.