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Physicians Nationwide
Raghunathan Rajagopalan
Wealth Management Advisor|CFP®, ChFC®, CLU®, CLTC®, RICP®
PHYSICIANS NATIONWIDE
Schedule a Meeting with Raghu & Team
Click on the below links to schedule a meeting with our team.
Our Vision
DEFINING YOUR FUTURE - STRUCTURING YOUR PLAN
BUILDING FINANCIAL SECURITY
We strive to provide long-term financial security that helps our clients to understand their current financial situation and empowers them to make the best long – term financial decisions to pursue their own passion, dreams, and talents.
To bring awareness, knowledge and the option available for families to create a solid financial plan with one of Fortune Magazine's most admired
companies in the industry. My goal is to make a positive impact on families, individuals and businesses while helping them to secure their dreams and hopes.
OUR CORE VALUES
* Integrity * Trust * Compassion
With life's adventures comes the need to plan. We are here to create a comprehensive financial plan that grows with you. WE strongly believe that everyone needs one and WE can help you identify your goals and help you plan for your family and business.
With OUR TEAM & network of specialists, I am committed to building life-long relationships based on trust and guidance to help you achieve the future you envision for yourself and your family.
Planning for Your Future
Watch this short video to learn more on how Northwestern Mutual' s comprehensive financial will help you achieve the future you envision for yourself.
The Clients we passionately work with
I have 25 years+ experience in the Insurance industry and have helped clients to dream
"BIGGER" by having a comprehensive Financial Plan, for both good times and the bad times. I work with successful Physicians, Business Owners , IT professionals and Retirees.
PHYSICIANS - Financial Planning Services Offered
- Comprehensive Financial Planning
- Risk Management (Life Insurance, Disability Insurance, Long Term Care)
- Retirement Planning
- Consolidate old 401(K) or 403(b) plans
- Investments Planning
- Estate Planning
- Evaluate options to tackle student loan debt
- College Planning and Education savings goals
- Financial Modeling
- Tax efficient Investing and Planning
- Discuss best uses of extra cash
BUSINESS OWNERS - Financial Planning Services Offered
- Business Planning and Valuation Analysis
- Business Succession
- Buy/Sell Funding
- Key Person Insurance
- Executive Benefit Plans
- Deferred Compensation
- Group Life and Group Disability
- 401(K)
- Executive Bonus Plans
- Benefit Financing for Existing Liabilities
- SERP, Financing and accounting
IT PROFESSIONALS - Financial Planning Services Offered
- Comprehensive Financial Planning
- Risk Management (Life Insurance, Disability Insurance, Long Term Care)
- Retirement Planning
- Investments Planning
- Estate Planning
- Kid's College Education Planning
- Special Needs Planning
- Tax efficient Investing and Planning
RETIREES - Financial Planning Services Offered
- Specialized Retirement Planning
- Retirement Income Analysis
- Dynamic Withdrawal Strategies
- Social Security Optimization
- Long Term Care Planning
- Total Wealth Asset Allocation
- Tax Bracket Management
Client Testimonial
Raghu has a passion for financial planning. He has a high degree of knowledge related to investments, insurance, retirement & Business Planning. Raghu is competent, responsive and can interact and support individuals with varying degrees of financial knowledge. While I have a strong financial background and understanding, Raghu is a highly skilled Wealth Management Advisor who has served as a valuable sounding board. He is willing to challenge me when needed. The planning work we have done has provided my business & family, a much higher level of confidence that we are on a secure path for the future. I highly recommend Raghu Rajagopalan and Northwestern Mutual for advice and information about any business and personal financial planning needs.
Client Testimonial
Raghu and his team have done an amazing job of providing direction, education, and support for our business planning and personal planning needs in our fast-growing company. In addition to the support, Raghu has gone above and beyond to truly know us as people, and intimately know our business & family. The relationship is one I place high value on!
Client Testimonial
Raghu Rajagopalan is very knowledgeable about the complexities of insurance and financial planning. He has earned my trust because he combines his knowledge with a sincere and reassuring approach focused on helping me achieve my family’s financial priorities. I highly recommend Raghu Rajagopalan and Northwestern Mutual for advice and information about any insurance or financial planning needs.
Client Testimonial
When I think of financial security, I think of Raghu Rajagopalan. Life insurance to be sure, but just as there's more to financial security than life insurance, there's more to Raghu than sound fiscal advice. He is a trusted advisor and a friend. Put simply, working with Raghu and team has been one of the best decisions I have ever made.
Client Testimonial
Raghu and his team have made a significant impact on the financial understanding, stability, and growth of our family. The team is incredibly knowledgeable, flexible, transparent, and personable, all traits that are needed for a successful financial advisory team. I highly recommend this team for creating a financial plan that is tailored to your personal needs that considers retirement planning, investment assistance, insurance coverage, college planning and estate planning. The team is pleasant, enjoyable, and professional and the conversations are engaging.
Client Testimonial
Raghu and the whole team are a joy to work with. They have advised my wife and I on our finances for the past 5+ years. Whenever we want to open a new account for one of our kids, or need help with existing accounts, the team jumps on it and gets it done. Raghu and his team meet with us once a year to go over our financial progress and to make sure we're getting the most out of all our accounts. They're also a quick email/call away whenever we have a question. I would (and do) recommend Raghu and his team to anyone!
Client Testimonial
Raghu Rajagopalan and his team have made a significant impact on the financial understanding, stability, and growth of our family. The team is incredibly knowledgeable, flexible, transparent, and personable, all traits that are needed for a successful Wealth Management Advisory team. As we make transition in our professional lives, we consider Raghu’s team as a vital extension in our financial decision-making processes. I highly recommend this team for creating a financial plan that is tailored to your personal needs that considers retirement planning, investment assistance, insurance coverage, college planning and estate planning. The team is pleasant, enjoyable, and professional and the conversations are engaging. Working with Raghu Rajagopalan has been one of the best decisions I have ever made.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
Help Protect Your Paycheck with Disability Income Insurance
People insure their home, their car, and even their cell phone. But what about their paycheck? This video highlights why it’s so important to protect your paycheck and how individual disability income insurance can help.
You insure your home, your car, your cellphone, maybe even your pet. Why not your paycheck? Disabling illnesses and injuries happen more than you may think. Watch this video to learn more.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4