Samuel D Rosen

Financial Representative

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.


Financial Planning: 5 Ways to Make Your Money Work For You

Whether you have a little or a lot, the way you manage your money makes a difference. And the decisions you make today can have a tremendous impact on what you’ll have tomorrow. This video highlights the five basic actions that are key to the best financial plans.


Planning for Financial Security with Northwestern Mutual

We take both a defensive and offensive approach to help you achieve financial security. It all starts with a solid foundation to help protect against unexpected risk, steps to accumulate wealth, and strategies to turn your assets into predictable income in retirement and leave a legacy. Take a few minutes and watch this short video to learn about Northwestern Mutual's comprehensive approach to personalized financial planning and how doing so can help you achieve the future you envision.


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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

Create a Budget in 5 Simple Steps

Get a handle on how much money is coming in and going out each month by creating a budget. Learn the five simple steps to create and follow a budget.

 

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