Seeing You Beyond Your Goals

Being a Marine Veteran, I’ve taken my values of Honor, Courage, and Commitment from leading Marines on and off the battlefield, to creating integrated financial plans.  My team and I have created solutions for financial goals in the attempt to achieve the financial freedom and security that we all hope to achieve.  I credit my military service to the discipline, attention to detail, and integrity in my service.  I have been honored to serve the country, allow my team to continue to serve by developing a plan for you.  Semper Fidelis.

In my practice, my team and I work in three very specific and crucial areas to increase efficiencies in planning.  The strategic and systematic plans we develop allow our clients to experience more tax efficient ways to distribute money across different time horizons and individual goals.  We have developed thousands of plans and continue to produce valuable and pivotal adjustments that allow our clients security in their complete financial picture.  Not only will my team create avenues to grow your wealth, but we will help coach you through some financial and economic downturns.

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.

Robert Novotny

Financial Representative

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

 

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