Roberto Espinosa, CLU®, ChFC®, CAP®Financial Advisor |
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Office: 210-446-5713 9110 W Interstate 10 Sign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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2011 Annual Report
One of the “World’s Most Admired” Companies
Dividend AnnouncementNorthwestern 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. Build Your Foundation For Life
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Strength, Stability and MutualityNorthwestern Mutual was recently featured in a Milwaukee Biz Times cover story titled “Still in the Win Column” which highlights the company’s strength, stability and the value of mutuality. The article examines why Northwestern Mutual is different, and stronger, than many of its competitors. Read the article (PDF). My MissionMy mission as a Northwestern Mutual Financial Network Representative is to help you identify your current financial picture with your future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, I develop enduring relationships with my clients. Life never stands still. It’s always changing direction and presenting us with new opportunities. That’s why your financial security plan has to be flexible. As life changes, so do your circumstances, needs, and goals. I make it my business to know my clients and their families well. I think it’s important for me to understand not just the state of their finances, but also their personal goals and preferences. Working together, we will be able to identify the aspects that most need attention, now and for the future. It’s important to keep up with the significant changes in life. Let me help you achieve a future with financial security.
I am a certified speaker of the Spanish language.
La vida nunca se queda quieta. Siempre cambia de rumbo y nos presenta nuevas posibilidades. Por ello, su plan de seguridad financiera tiene que ser flexible. Asi como la vida cambia, de igual modo cambian sus circunstancias, necesidades, y metas. Me dedico a conocer bien a mis clientes y sus familias. Creo que es importante que yo entienda no tan solo su estado de finanzas, sino tambien sus metas y gustos personales. Trabajando juntos, podremos identificar las facetas que mas necesitan atencion tanto ahora como para el futuro. Es importante mantenerse al ritmo de los cambios importantes de la vida. Permitame ayudarle a lograr un futuro con seguridad financiera. Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. Northwestern Mutual Financial Network News Northwestern Mutual Is "America's Most Admired" for an Unprecedented 25th Year In its 2008 annual survey, FORTUNE magazine ranked Northwestern Mutual as "America's Most Admired" in the life/health insurance industry for a landmark 25th year. Northwestern Mutual is the only company to have led its industry every year it has been included in the prestigious survey of industry professionals and analysts. CEO with a Plan Over 150 Years of Working Together: Northwestern Mutual has been putting clients first for over 150 years so they can put their loved ones first. Click here to visit the company timeline. Northwestern Mutual's CEO on CNBC: CEO Ed Zore appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy. Click here to play the video. Articles and Web SitesStarting a Family: Is the pitter-patter of little feet in your near future? The Baby Center provides articles, a baby name finder, a due date calendar and much more. Starting a family is without question one of the most exciting times in your life. It can be one of the most stressful times as well. Contact Roberto Espinosa to review your financial needs to ensure your future includes solutions to support your growing family.
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