Living Your Legacy

Becky Gustafson and her team are passionate about making sure that you are Living Your Legacy. This strategic collaboration is designed to create a balance between planning with foresight and living for today. At Gustafson Wealth Management we help business owners to understand what they need to best grow, protect, and successfully pass-on their business in the manner that they see fit. We address the concepts of taking the lead and control of your business by implementing strategies that will allow you to eliminate the risks that can result in a business downfall: high turnover, loss of key employees, unforeseen loss of a partner or owner, not having a clearly defined and implemented exit plan, and not understanding the value of your business.

For over a decade, Becky and her team have provided top-quality financial plans, strategies and advice to successful business owners, professionals and families to help them achieve their financial dreams.

Becky is a CERTIFIED FINANCIAL PLANNER™ professional. Her drive to be a thought leader in her field is demonstrated by her constant pursuit of knowledge. She holds designations as a Chartered Life Underwriter®(CLU), Chartered Financial Consultant® (ChFC), Retirement Income Certified Professional® (RICP) , Chartered Advisor for Senior Living (CASL), Lead Underwriter Training Council Fellow (LUTCF) and Certified Long-Term Care professional (CLTC).

In addition to helping her own clients thrive, Becky strives to positively impact those across the nation who have a clear passion and purpose behind their prosperity by educating them on the importance of financial planning, building a healthy relationship with money, and effectively planning for the future.

Passion. Purpose. Knowledge.

Resources for Business Owners

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Rebecca Marie Gustafson, CFP®, CLU®, ChFC®, RICP®, CASL®
Financial Advisor


Gustafson Wealth Management

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