Robert F Obernesser

Wealth Management Advisor

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. 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.

Furthermore, as a parent of a child with special needs, Bob is also intimately aware of the financial and emotional challenges families face while navigating challenging times and processes.

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:

Webcast: Stretch Your Retirement Savings – View Now

Discover simple steps you can take today to help ensure taxes don’t get the best of your retirement dollars in our webcast, Pay Taxes Now or Later: Retirement Strategies Beyond a 401(k).

View Now

How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

Strong results

Learn about our strong financial performance, business-planning capabilities and the progress we’ve made in our fight against childhood cancer in our 2014 Annual Report.