Over the years our clients have come to think of us as a coach with respect to managing their resources wisely; combined with the conviction that stewardship in these areas is foundational to success. My team and I are committed to this as the basis of our practice.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. At each step an individual is making key decisions with respect to their resources. Taking this long-term view allows an individual to be more productive with respect to their family, finances, businesses, and communities. This is predicated on the knowledge that the clients resources are being wisely managed in a coordinated and comprehensive fashion consistent with their beliefs and objectives. In order to accomplish this with each of our clients, it is important to recognize the individual nature and aspects associated with each client.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. 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 address those needs is the next.

As your Wealth Management Advisor, my team will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to ensure your financial future is all you want it to be.

Here is a list of helpful web sites that you may find of interest:

College Education Costs -

Medicare and Medicaid -

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.

Focal Point Financial Advisors

Roger Vandermus, CFP®, ChFC®, CLU®
Wealth Management Advisor

Focal Point Financial Advisors


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