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, 20211
  • We're one of the Top U.S. Independent Investment Broker-Dealers.2
  • In dividends expected to be paid to policyowners in 2023.3
  • AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
1©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved.

2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.

3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

4Northwestern 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), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

Robert G Tong

Robert G Tong, CLU®, RICP®

Wealth Management Advisor

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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.