Our Mission is to Provide Financial Security, so Our Clients Can Live Life to the Fullest.
Our Value Proposition
We help our clients:
- Experience trust, while gaining peace of mind
- Understand how to meet their comprehensive financial goals
- Manage their financial portfolio more efficiently
- Grow and sustain their businesses
- Enjoy lifetime financial security
We serve our clients through:
- Budget management and debt reduction solutions that provide confidence in financial decisions
- Risk mitigation solutions that protect a financial plan from unforeseen events like death or disability
- Investment analysis and management solutions that build wealth in a tax-efficient manner
- Business planning and benefits solutions that assure continuity and help reward quality talent
- Financial plan optimization solutions that reduce expenses and improve efficiency
In serving our clients, we are committed to:
- The highest standards of ethical integrity and fiduciary responsibility
- Proactively anticipating your holistic and evolving needs
- Building an enjoyable and collaborative long-term partnership
- Application of deep industry knowledge and evidence-based strategies
- Using technology to complement a highly personalized experience
Our Team Is Award Winning
Michael Smith has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Top Financial Security Professionals Best In State list (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and rankings developed by SHOOK Research, llc. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.