Financial Success doesn’t just happen by chance. It has much more to do with choice. Transforming aspiration into actuality takes acumen, hard work, discipline and strategic financial planning. Together with my team I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

As your Wealth Management Advisor, let me help you ensure your financial future is all you want it to be.

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision. 

James A Smith, CLU®, ChFC®, CASL®, CFP®, RICP®

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

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