We believe the success of an asset management model hinges on adherence to a process that is not based on emotion
or today’s headlines. With financial independence, family legacy and social capital solutions in place,
wealth optimization becomes the focus of the planning process. At Bast Financial Group we use a unique and disciplined
values-based approach to help you make wise choices and to help ensure that your plan is focused on what you
We break the planning process into four quadrants or phrases, each one representing one planning cycle: Clarity,
Decisions, Results, and Confidence.
Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies,
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. To obtain a copy of one or more of these brochures, contact your representative.
Rebecca L. Bast and Elliot Cotto use Bast Financial Group as a marketing name for doing business as representatives of Northwestern Mutual. Bast Financial Group is not a registered investment advisor, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Rebecca L. Bast and Elliot Cotto are Representatives of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by representatives operating from agency offices of NMWMC. Representatives are Insurance Agents of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).
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.
The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.
Rebecca L. Bast and Elliot Cotto are primarily licensed in Florida and may be licensed in other states.