Rebecca L Bast : Northwestern Mutual

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Rebecca L Bast
Wealth Management Advisor

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1511 N West Shore Blvd
Ste 500
Tampa, FL 33607-4595

Phone: 813-875-2005

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"Driven by passion, supported by knowledge and devoted to community, I want to help my clients attain financial security for their families and businesses. The future is unpredictable, but with a little help, integrity and guidance, you can feel prepared for whatever it may bring."

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, Rebecca works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so Rebecca uses a four-step approach in working with her clients:

Rebecca's planning process is unique – she starts at a different plane than other advisors. She starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals.

Then she focuses on the issues below the horizon – Strategies, Tactics and Tools.

By staying above the horizon and gaining clarity around your goals, Rebecca can help you make wise choices about the solutions below the planning horizon.

Working in the best interests of her clients is Rebecca's business, and she takes this role very seriously.

Whether you're concerned for your own planning needs, your family or your business, Rebecca can help you find the right answers.

Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

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See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

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Disability Insurance for Medical Professionals

Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

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Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Rebecca L Bast is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 1511 N West Shore Blvd Ste 500, Tampa, FL 33607-4595, 813-875-2005, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and The Teague Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Rebecca L Bast is primarily licensed in Florida and may be licensed in other states.

CA License: #0C57035

Rebecca L Bast

Wealth Management Advisor