New Team

Raymond Bertasi and Nathan Kinard, Wealth Management Advisor and Managing Director at Northwestern Mutual-Little Rock, have partnered to provide the most comprehensive financial strategies, education and expert advice. Raymond and Nathan are backed by a full team and a large network of specialists and strategic partners.

“I have had the pleasure of knowing and mentoring Nathan since he joined Northwestern Mutual as an intern in 2008. In his 10 years as an advisor, Nathan has built a strong and balanced financial planning practice, and I continue to be extremely impressed with the care and attention he provides his clients. Together, Nathan and I bring more than 50 years of combined experience in financial planning, including retirement, estate, investment and business planning strategies.” - Raymond Bertasi


My Mission

Planning for the future requires focus and clarity. Too many individuals struggle to set aside the time to have this focus or find this clarity. This situation is especially true for business owners, dentists, and other busy professionals. 

Our team takes a comprehensive approach to help individuals and businesses develop and manage their investments, retirement plans and financial-growth strategies. Our goal is to simplify financial planning and help our clients find clarity as they strive toward a more financially secure future!


Guidance for Business Owners

For Your Business's Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate  key employees using innovative funding solutions. Contact Nathan to receive world-class, customized solutions for your business situation.

Succession Planning
Nathan helps companies establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of  executive retirement plans and related benefits. Nathan consults with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.

With a focused expertise on the business owner, Nathan can provide guidance for any stage of your business:

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.


Guidance for Dentists

More Choice, More Control

Whether fresh out of dental school or already established in a successful practice, Nathan and his team help dentists understand the importance of not only protecting their current income but also their future earning potential. You are investing a lot of time and resources as you journey into your dental career, we are here to provide the highest standard of excellence for all your financial needs by creating a plan for your future. Watch this video to discover the product that gives you more choice and more control than ever before.


Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Nathan works with his clients in every phase of retirement planning:

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.

 

Nathan Daniel Kinard, CFP®
Managing Director


Kinard Wealth Management

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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