Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.


My Mission

To guide clients through a proven process that will help them in achieving their financial goals..


Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

This is where I can bring value to our relationship. I take time to get to know you and your preferences, which allows me to help you anticipate and prepare for the best—and worst- scenarios. The relationship we establishe enables us to focus on your needs—what you want for your family and what you are currently doing to achieve those goals.


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

 


 

Rick Rathert, CLU®, LUTCF®, CASL®, CLTC®

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