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.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

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