Planning Services

At Bast Financial Group, we know how to solve problems and are able to offer professional advice. We provide solutions that can help protect a family, provide personal security and help businesses succeed.

 


Copyright 2015 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 the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

  • Insurance planning- Our experience and expertise help us identify the financial solutions needed to implement a variety of opportunities to protect your family and your estate.
  • Investment planning- Without a coordinated investment plan, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.
  • Retirement distribution planning-Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
  • Estate planning- You spent your working years making decisions that would help you build the estate you have today, so it is only natural that you want to decide how it is distributed upon your death.   Since a lasting legacy takes more than simply accumulating a large portfolio, you need solutions that allow you to maintain flexibility and control of your assets during your lifetime while you prepare for the efficient transfer of those assets upon your death.
  • Fee based financial planning- As a fee-based advisor, 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 firs
  • Executive benefit planning- As a business owner, you have many years invested in your business and wanting it to continue is natural.  We specialize in business planning to help you think through questions about what will happen to your business when you retire or if you were to become permanently disabled or die; what’s the value of your business and how much each owner’s share is worth.  Working together, we can develop a plan to help ensure a smooth transfer of your business.