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Robert F Obernesser, CFP®, ChFC®, RICP®, CLU®, ChSNC®

Northwestern Mutual

Robert F Obernesser, CFP®, ChFC®, RICP®, CLU®, ChSNC®

Northwestern Mutual

Robert F Obernesser, CFP®, ChFC®, RICP®, CLU®, ChSNC®

Northwestern Mutual

Profession LogoFINANCIAL PLANNER

Bob Obernesser, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs. As a parent of a parent of a child with special needs, Bob is intimately aware of the financial and emotional challenges families face while maneuvering through challenging times and processes. Bob is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Bob understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Bob to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.

To provide families with an in-depth and coordinated special needs planning process, Bob works as an integral part of a team of experts including National Care Advisors (NCA) who help families find and establish eligibility to optimize the benefits available to them.

Firm Description

Start Planning for the Future

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best help address those needs is the next step. That is where Bob Obernesser comes in.

Bob Obernesser will provide a comprehensive assessment of your current situation by helping you prioritize your goals and developing a workable strategy with clear action steps and timetables. Because your circumstances may change over time, Bob Obernesser will be available to help you reassess your plan and make sure that it remains viable.

Let Bob Obernesser help you plan your financial future. 

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

55 Shuman Blvd. Suite 600
Naperville, IL 60563

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts