Robert E Mance, ChFC®, CASL®, CLTC®, MBA

Wealth Management Advisor

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And I'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Let me help you ensure your financial future is all you want it to be.


Fee-Based Financial Planning

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

Visit my Fee-Based Financial Planning page to learn more.


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.

More than 1.5 million Northwestern Mutual clients will enter retirement over the next 15 years. What’s their plan for spending the nest egg you’ve helped them accumulate? How can you help? Northwestern Mutual developed a retirement strategy that addresses our clients most important retirement questions:

  • How can I make sure I won't outlive my income?
  • How can I protect my assets?
  • What about leaving a legacy?

Managing income distribution in retirement is essential to holistic planning. You will benefit from this comprehensive approach. It positions you to get to and through retirement. 

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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