Professional
Bob Rhyme and his team have extensive experience in financial planning for affluent clients and closely held business owners. With a well-balanced wealth management practice, they will hlep you develop a sound plan to meet your long-term and short-term goals.
IMAT (Investment Management and Trust) qualified, Bob Rhyme represents the trust and private client services of Northwestern Mutual Wealth Management Company and, with his highly qualified team, is uniquely positioned to assist you with:
- Closely Held Business Transition Planning:
- Buy-sell structure and funding
- Performance based incentive compensation planning
- Exit/Transition planning
- Asset Management and Financial Planning:
- Retirement income planning
- Advisory investment services
- Tax efficient investing and distribution
- Estate Planning:
- Values-based estate planning
- Charitable giving strategies
- Estate preservation and tax planning
Bob Rhyme has been a part of the financial services industry since 1983.
Over the past 20 years, he has advanced his industry knowledge through continued study and participation in industry groups including President, Estate Planning .
Bob earned his bachelor of arts degree in social sciences from the University of Wisconsin - Madison.
In 1992, Bob Rhyme became a Chartered Life Underwriter (CLU), and in 2004, he became a Chartered Financial Consultant (ChFC).
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The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
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Bob Rhyme has earned numerous awards during his career, including:
- Million Dollar Round Table (MDRT) Qualitying Member - 1986-1992, 1994, 2004, 2007
- Million Dollar Round Table (MDRT) Qualifying/Life Member - 1996-2001
- National Quality Award: 1986-1991, 1993-2006
- National Sales Achievement Award: 1986-1999
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