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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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