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 value.
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, LLC.
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.
Bast Financial Group is a marketing name for Rebecca L. Bast and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI, including its subsidiaries, nor is it a legal partnership or entity. 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 is a Representative of Northwestern Mutual Wealth Management Company® (NMWMC) , Milwaukee, WI (investment management, trust services, and fee-based financial planning), a subsidiary of NM and limited purpose federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Advisor Representative of NMIS.
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.