Start Planning for the Future

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best help address those needs is the next step. That is where Bob Obernesser comes in.

Bob Obernesser will provide a comprehensive assessment of your current situation by helping you prioritize your goals and developing a workable strategy with clear action steps and timetables. Because your circumstances may change over time, Bob Obernesser will be available to help you reassess your plan and make sure that it remains viable.

Let Bob Obernesser help you plan your financial future. 

 

My Mission

"My mission is to help you achieve financial security for your family or business. I will work with you to identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them. In addition, I have a special interest and passion in helping families with special needs children determine, plan and implement strategies for their family's financial security needs."

- Bob Obernesser

Are you the parent of a child with special needs?

Bob Obernesser, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs. As a parent of a parent of a child with special needs, Bob is intimately aware of the financial and emotional challenges families face while maneuvering through challenging times and processes. Bob is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

 Learn more about how Bob makes an impact:

 

Bob understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Bob to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.

To provide families with an in-depth and coordinated special needs planning process, Bob works as an integral part of a team of experts including National Care Advisors (NCA) who help families find and establish eligibility to optimize the benefits available to them.

Here is a list of helpful websites that you may find of interest:

The Business Corner

Business Markets Stratey map

If you own or operate a business, Bob Obernesser recommends the following articles:

What's Key for Your Business?

Disability and the Small Business Owner

Employer-Provided Group Life Insurance

Click here to read additional articles.

With a focused expertise on the business owner, Bob Obernesser can provide guidance for any stage of your business:

Robert F Obernesser, CFP®, ChFC®, RICP®, CLU®, ChSNC®

Wealth Management Advisor

110 Triplett Ln
Knoxville, TN 37922-3415
  • Office 630-631-5486
  • Fax 630-934-9315

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Advanced Planning
Library

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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