Louis S Cannataro CLU®, ChFC®, CLTCWealth Management Advisor |
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ContactLouis S Cannataro CLU®, ChFC®, CLTC
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Plan for Your Future Now
Why do you suppose there is a certain level of anxiety and confusion that surfaces when its time to evaluate delicate issues such as your finances, business, investments, insurance or estate plan? It’s simple. You’re being asked to make rational financial decisions that are closely tied to highly charged emotional issues. Without sufficient guidance and support, this can be a daunting task often leading to indecision and inevitably results in a plan that never reached completion.
My primary responsibility to you is to provide education. If I fulfill this responsibility, then you will be able to make sound and intelligent decisions based upon a foundation of logic, not emotion.
Planning objectives are often not realized for one basic reason – there is a lack of clarity in regards to where you want to go and what you want to achieve. Without answering these types of questions, you may be implementing a plan that ultimately doesn’t reflect your true desires. Many of Lou’s clients view him as a wealth coach who focuses first and foremost on what a client values before focusing on the value of what they own. The primary objective is to help clients make wise decisions surrounding their wealth. Lou and his team employ a Values-Based Planning approach that ensures all the financial decisions are based on a client’s personal values. They use a proprietary model that helps their client’s first identity and express their values and goals. Through this process, you clarify the risks and opportunities that are both present and in the future. Once this is established, they design an effective plan to help minimize the risks and capture all potential opportunities.
Mr. Cannataro can build or become the critical addition to your existing advisory team by establishing continuity and focusing the team on your established goals and objectives.
My clients have chosen to work with me because I build significant relationships based on integrity, loyalty and a true understanding of their situation.
I strive to do what is in your best interest by finding out what it is that you truly care about. I can then provide solutions that address your greatest challenges and help capture new opportunities.
Our team will be an ongoing resource in helping to educate, organize and help you execute solutions for now and in the future.
-- Lou Cannataro
Northwestern Mutual receives "best possible ratings"The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years. Managing Your Money In A DownturnNorthwestern 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). |
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© 2009 Northwestern Mutual Wealth Management Company, Milwaukee, WI. All rights reserved. 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202 - (414) 271-1444.
Before you agree to receive financial planning services, please see complete information and disclosures in The Disclosure Brochure and review the terms of the Northwestern Mutual Wealth Management Company Planning Engagement Agreement. These may be obtained from your Wealth Management Advisor.
Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Louis S Cannataro is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 245 Park Ave Fl 18, New York, NY 10167-0002, 212-819-1800, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC. NM and The Nemec Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.
Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
Louis S Cannataro is primarily licensed in New York and may be licensed in other states.
CA License: #0B00417