Sean Smith, CFP®, ChFC®, CASL®, RICP®

Wealth Management Advisor

 

 

 

I provide Education, Opportunity, and Advice to help Caring Individuals Plan, Build, and Protect their Financial Security, quite often in Retirement.  People who are retired, and those who are quickly approaching retirement come to me for guidance and strategic planning.  Guidance in maximizing their income streams and strategic planning in minimizing their risks.

The people I serve best, and therefore seek to serve more, are those individuals who have questions such as:

  • Have I saved and invested enough to stop working altogether?
  • How do I effectively turn my assets into an income stream?
  • How and when should I start to draw my social security benefits?
  • How does Medicare work and how should I plan for rising health care cost?
  • Am I going to outlive my money or is my money going to outlive me?

Ultimately, the only two things I can deliver are solutions and an experience.  The solutions I provide are rooted in sound fiscal management and supported by exceptional products and advice.  The experience my assistant and I deliver is supported by a commitment to first class service and a respect-laden relationship.

#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.

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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