Welcome from Robert Tong

Robert G Tong knows people try to do what is right for those they care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs, your family or your business, when it is 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 why you value the services of a financial professional and Robert G Tong values the relationships we build together. Robert G Tong can help you protect what is of value to you. He will do his best to help you achieve your goals! What is important to you is important to Robert G Tong.

Robert G Tong 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, Robert G Tong will be available to help you reassess your plan and make sure that it remains viable.

Let Robert G Tong help you plan your financial future.


My Mission

As a Northwestern Mutual Financial Representative, my mission is to reflect the trust, honesty and integrity that are inherent in the Network. I am committed to providing each of my clients with strong financial solutions that are tailored to their particular needs and goals.


Preparing for Retirement

Many people focus their attention on accumulating enough money in order to retire, but they do not think about what they will do with the money once they retirement. The goal is to have the money last as long as you do, and there are specific strategies that I can provide you to help make this happen. Please watch this video to get a better sense of the questions you should be considering when preparing for retirement.


Featured Articles

You can find Estate Analysis and Investment Strategies articles at the following location on Robert Tong's site:

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.

Robert G Tong

Robert G Tong, CLU®, RICP®

Wealth Management Advisor

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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.