Enduring Relationships 

My career started with Northwestern Mutual in 1987, building my practice on quality long-term relationships.  I take the time to listen and thoroughly understand the goals and needs of my clients to deliver financial planning solutions tailored to their unique circumstances.  My clientele is comprised of professionals and business owners as well as managers and executives from three of the largest employers in the northern suburbs of Chicago.  While most are from the Chicagoland area, I work with clients throughout the US.

In my practice, we strive to promote peace of mind for every client by helping them organize, grow and protect their wealth.  We create personalized plans for retirement and financial security that assure alignment in wealth accumulation, asset allocation, and risk management.  The result is helping to maximize financial freedom and independence for our clients and their families.  Ultimately this can produce a lasting legacy for generations to come.

Financial Planning

Learn how you can achieve your goals with our comprehensive approach to personalized financial planning.

Investing

When investing, it's important to not focus all your efforts on one thing, or in one place or you could lose everything. This video illustrates why it's so important to spread investments across various asset classes.

Retirement

One-third of Americans don't believe they will be financially prepared to live to age 85. This video highlights Northwestern Mutual's unique approach to retirement income planning and how it can give you a greater level of confidence that your money will last your lifetime.

Roger A Van Wazer, CLU®, ChFC®, CFP®

Wealth Management Advisor

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck