Rick Pertzborn, CLU®, ChFC®, CASL®

Financial Representative

About Rick Pertzborn

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where Rick Pertzborn comes in. Rick will take the time to get to know you and your goals. He can help you anticipate and prepare for the best and worst scenarios. The relationship Rick establishes with you enables him to focus on your needs and desires to help create a successful working plan for your financial future.
 

Keeping pace with life's changes is important.  Let Rick Pertzborn help you achieve a secure financial future.

My Mission

The purpose of my business is to find, keep, and grow meaningful relationships.

I work hard to establish, maintain and enhance business and professional relationships that have the potential to be rewarding on an ongoing basis.

My mission is to help your family or business achieve financial security.  I will work with you to help identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them.

 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.