Juan Luis Rosas III, CFP®

Financial Advisor

News

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
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Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

Save Smarter: The Truth About Your 401K

Don’t put all your eggs in one basket. Get the facts in this free guide.
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Grow and Protect the Value of Your Business

Learn how you, your employees, and your business can benefit from group disability insurance. Play Video.

The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

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Create Guaranteed Income for Life

Today, you’re responsible for creating your own paycheck in retirement. Watch this short video to learn about sources of guaranteed retirement income.

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. VIEW NOW.

Medicare Simplified: Know your Options, Know your Costs

Find out the key considerations and information to help you select the Medicare options that are right for your needs. Download now.

Social Security Simplified: Select the Right Options to Help Maximize Your Income

Learn the options available that could get you a larger benefit. Download now.

 

 

More Choice, More Control: Disability Income Insurance for Physicians and Dentists

Our new Medical Own Occupation disability income insurance provides more choice and control than ever for physicians and dentists. Watch now.

Have you taken steps to help protect your income and lifestyle?

You insure your home, your car and even your cellphone. What about your income and lifestyle? Whether you work part or full time, your income is worth protecting. And if you stay at home, the value of the work you do is worth protecting, too. Watch now.

Is Your Retirement Savings Plan Flexible?

Get flexibility in how you save for retirement and when it’s time to take withdrawals. Learn which savings tool can provide options in this short video.

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Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
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Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

Life Insurance Policy Loans: What You Need to Know

If you own permanent life insurance and are thinking about taking a policy loan or already have one, here are four things you need to know.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

Finances in Your 30s: A Start-to-Finish Guide

From saving for your first home to investing in your future. Read more

Money and Marriage A Guide to Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more

 

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