Robert S Blood, CLU®, ChFC®, CFP®, CASL®, AEP®
Financial Advisor


Physicians Nationwide

My Mission

“I believe honesty, sincerity, and service are the keys to all client/advisor relationships. I feel it is my responsibility to listen to each existing and prospective client’s personal, professional,and financial objectives, and to consider their needs as I would my own.

My main objective is to clearly understand our clients’ visions and dreams, striving to provide impactful and relevant strategies to help them reach their financial goals with confidence and peace of mind.

I am committed to a career of continuing education, providing world-class insurance services and internationally-recognized investment products. My team and I use a collaborative approach, working in conjunction with our clients’ other advisors, to best serve their individual financial needs."

- Robert "Bob" Blood,
CLU®, ChFC®, CFP®, CASL®, AEP®, CAP®, CLTC, RICP®, REBC®

Financial Advisor

Helping Physicians and Dentists

Bob Blood works extensively with physicians and dentists on their financial wellness including Disability Insurance with a Medical Occupation Definition.

Bob is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

The Business Corner

If you are a business owner in Concord or surrounding area, Bob Blood recommends the following articles:

 

 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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.