John R Reineke
Wealth Management Advisor


Reineke & Roush Financial Planning Group

Reineke & Roush Financial Planning Group Mission Statement: Partnering with extraordinary people to Discover, Define and Achieve their unique financial goals.

Team

At Reineke & Roush Financial Planning Group, we serve the unique financial needs of highly successful business owners, executives, and medical professionals. In these fields, we know you’ve worked extremely hard to get where you are, and once you’ve worked your way to the top, it seems careless to lose pieces of your success to tax inefficiency, lack of coordination among your advisors, or a false sense of confidence that your current wealth will remain in the same capacity during retirement. Even so, these situations happen far too often to hard-working people. In fact, we see them every day.

Many people we meet may already have advisors they are happy with. They’re content because they don't realize everything a financial advisor should be doing for them. You deserve better than just financial products and a review of your returns once a year. You need a competent team specializing in designing unique financial plans that match your lifestyle and career-specific goals. Our team is built with exactly these specific interests in mind.

Think of us as the quarterback to your financial plan. First, we prepare by listening to who you are, what you want, and what your vision is for your life, family, retirement, and business. Then, our team develops a well-informed strategy by choosing skilled, principled teammates to help us carry out the ‘plays’. We call in players from the bench, by coordinating with your CPA, estate planning attorney, and other advisors to provide multiple layers of financial protection and confidence that you are well taken care of. In the end, you have a holistic plan, not just products, to set you up for success.

When you choose to trust us with your financial wellbeing, we honor and build on that trust at every opportunity. Reach out to us to schedule a 30-minute phone call to experience the custom financial planning service, communication, and confidence you deserve.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.