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. 

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

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.

 

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