David P Rasak, CFP®, CLU®, ChFC®, RICP®

Financial Advisor

Comprehensive Financial Planning

Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact–positive or negative–on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues.

Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving financial security is greatly increased.

As a Financial Advisor, Dave Rasak and his team have the knowledge and expertise to help you discover your core values and design a plan to help you achieve your goals. To develop your plan, they will take the time to learn what's important to you. Where have you been? Where are you now? And where do you hope to go? In this way, they put you—not your wealth—at the center of the process.


MEDIA MENTIONS

Dave Rasak has sponsored features in Yahoo Finance, Digital Journal, BayStreet, Daily Press, Wall Street Select & Star Tribune, in an article titled; “Ensuring your investment strategy is part of an overall comprehensive financial plan.”

From the article: “[Rasak] takes the approach that financial planning is a comprehensive, thorough and very personal process. Understanding that each area of one's financial health affects other areas of life. Rasak views what he does as creating an all-encompassing financial roadmap for clients to take them from where they are today to where they want to be in the future.”

As seen on..

Resources for Attorneys

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.


Resources for Business Owners and Entrepreneurs

Dave Rasak works with business owners to take advantage of unique investment opportunities at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer.

Recommended Articles:

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.