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For things that are really important to them, people value the services of an expert. Planning for financial security is no exception. Professional guidance can help you achieve your goals toward of financial security and continued growth. Whether you are planning for your own financial needs or those of your family or your business, David Yaktine can help you find the right answers. David will conduct a thorough fact finding, ask difficult questions, and take the time to get to know you. Contact David today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from David Yaktine, CLU, ChFC.
My MissionI pledge to deliver to my clients the spirit of the statement in the minutes from the 1888 Executive Committee Meeting; "Always act honestly, with integrity, and in the best interests of my clients." I will deliver this through a comprehensive process which identifies my clients innermost goals and objectives; helps them execute, and monitor a plan for a lifetime of financial security.
Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2010, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial 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. David Yaktine is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 9225 Indian Creek # 900 Corp Woods Bldg 32, Overland Park, KS 66210-2015, 913-362-5000, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the RPS Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. 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. David Yaktine is primarily licensed in Missouri and may be licensed in other states. CA License: #0D35511 AR License: #41455 |
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