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 Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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