Roger Vandermus

Contact

Roger Vandermus, CFP®, ChFC®, CLU®
Wealth Management Advisor

201 Main St Ste 920
La Crosse, WI 54601-3294

Phone: 608-782-5742

Fax: 608-782-5743

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Welcome

Roger Vandermus' Commitment to Excellence

My team and I take our responsibility to our clients seriously.  Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

At each step an individual is making key decisions with respect to their resources. Over the years our clients have come to think of us as a coach with respect to managing these resources wisely; combined with the conviction that stewardship in these areas is foundational to sucess.  Roger and his team are committed to this as the basis of their practice.  Taking this long-term view allows an individual to be more productive with respect to their  Family, Finances, Businesses, and Communities.  This is predicated on the knowlegde that their resources are being wisely managed in a coordinated and comprehensive fashion consistent with their beliefs and objectives.

In order to accomplish this with each of our clients it is important to recognize the individual nature and aspects associated with each client.  When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

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 address those needs is the next.

As your Wealth Management Advisor, our team will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Roger and his team help you ensure your financial future is all you want it to be.

Improved Customer Service wtih Toll-Free Calling

We are pleased to provide you with our toll free number, 800-947-3597 to offer improved customer service for our clients.

 

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

 

 

 

 

 


 

 

 

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern 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

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.