Bob Rauf

Contact

Bob Rauf, CLU®, ChFC®
Wealth Management Advisor

4020 Westchase Blvd
2nd Floor # 275
Raleigh, NC 27607-3938

Phone: 919-755-3201

Fax: 919-828-9865

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Meridian Financial

The purpose of Meridian Financial is to navigate business owners and executives from success to significance. We can accomplish this by not only identifying and providing effective solutions during some of the most uncertain and stressful times of their lives – pre-retirement and early retirement, but by continuing our services in order to meet clients’ ever-changing financial needs. When working with clients, we use a highly disciplined and structured approach that consists of the following five steps:

  1. Bearings
    1. Identify the client’s most important values.
    2. Determine financial goals and objectives.
    3. Define their commitment to achieving these goals.
  2. Charting
    1. Assess the current financial position.
    2. Evaluate their current course of action in relation to their objectives.
  3. Provisioning
    1. Detail a series of recommendations that can help make their goals a reality.
    2. Clarify next steps.
  4. Embarking
    1. Implementation of suitable financial products based upon the plan.
    2. Coordinate with the clients other advisors (attorney, accountant, etc.).
  5. Logging
    1. Monitor progress toward goals and objectives

 

LONGEVITY GAME           

You have been working hard to ensure a secure financial future. Unfortunately, if your health deteriorates you will not be able to enjoy the fruits of your labor. Click the link below to play the Longevity Game, to rate your lifestyle habits and estimate your longevity.

    

http://www.northwesternmutual.com/learning-center/the-longevity-game.aspx

  
 

 

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.

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

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