Steven H. Domsky, CFP®, CLU®, ChFC®, CASL®, CLTC®

Wealth Management Advisor

Professional

Steve's mission is to provide effective strategies and solutions to his clients.  Steve and his team work closely with their clients, personalizing their financial plans and catering to their individual needs.  Steve is an expert in life insurance, disability and long-term care insurance as well as wealth management.  His practice also focuses on employee benefits, retirement plans and executive compensation.  He uses his expertise to put the clients' interests first acting as a fiduciary; providing comprehensive solutions while acting with integrity, honesty and full transparency.

 

Education

Degree Major Institution
Bachelor Of Science Business Drake University

 

Designations

Certified Financial Planner (CFP®)

Today more than ever, CFP® professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing a client's insurance coverage; "finances" doesn't mean just one thing for most Americans — and "financial planning" means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and make recommendations in the client's best interest.

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

Chartered Financial Consultant (ChFC®)

The Chartered Financial Consultant® (ChFC®) program prepares you to meet the advanced financial planning needs of individuals, professionals and small business owners. You'll gain a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.

Chartered Advisor for Senior Living (CASL®)

The CASL® designation focuses exclusively on providing you with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, you gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Certification for Long-Term Care (CLTC®)

CLTC® Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck