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

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.

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

 

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.