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

Wealth Management Advisor

Areas of Expertise

As a representative of the Northwestern Mutual Wealth Management Company, I am able to provide you with customized recommendations that will help you plan for your financial future.

  • Business Succession Planning
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you k
  • Employee and Executive Benefits Planning
    Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that h
  • Financial Planning
    Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. T
  • Long Term Care Planning
    After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most i
  • Retirement Income Planning
    Becoming a retiree doesn't mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate
 

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