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

V Foundation Racquets For Research

We are proud to be a sponsor of the 4th Annual Jimmy V Raquets for Research.  To find more about this great event or the Jimmy V Foundation click here. 

The purpose of Meridian Financial is to navigate business owners and executives from success to significance. We 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

  
 


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New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

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Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Advanced Planning Library

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