Todd S Rosenfeld, CFP®, RICP®

Wealth Management Advisor

Welcome, from Todd Rosenfeld and our team

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. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A resourceful financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

Our team will help you take an honest assessment of your current financial standing and with you, determine your desired outcomes. By way of a thoughtful, deliberate process, we will then assist you in building, executing, and maintaining a strategic plan that inspires confidence, and helps create financial security for you and your family. Through our close work and partnership with our clients, we strive to be a trusted, valued advisor in the center of your financial life.

Our passion is to relieve the stress of financial planning and give you confidence, so that you can spend your life living.

Let us help ensure that you achieve your financial goals to secure the future you envision.

Signatures

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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