Our Planning Process

What inspires you? This defining question brings meaning to your life...and your financial plan! Let’s work together to make sure your financial plan aligns with your hopes, values, and goals. The Racen Wealth Management team will learn about your vision for the future and then guide you to the freedom of a solid financial strategy.

If you’re a business owner, your financial plan requires a unique balance to support your personal and professional assets and goals. Business planning is our specialty! We integrate your business and personal financial planning, collaborating with your other advisors to strengthen and preserve your interests. This approach creates 360 degree confidence throughout the stages of your business and life.

Racen Wealth Management

Peter Racen, CFP®, CLU®, ChFC®, CASL®, AEP®

Racen Wealth Management


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.