Helping Create Your Financial Plan

Dan Rosales specializes in assisting business owners, business executives, and physicians in making clear, confident, and informed decisions about their retirement, investment and estate planning objectives.  The goal of Dan Rosales' process is to maximize wealth, minimize tax implications, and reduce financial risks throughout all stages of life.

Bottom line, our team develops customized plans and recommendations, working closely with clients on implementation. Through this genuine, long-term relationship, our clients enjoy confidence in their legacy.

We beleive we can help each one of our clients achieve peace of mind by charting their course of financial security with our process below:

Dan Rosales, CLTC®

Financial Representative

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how


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