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.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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