HOLISTIC FINANCIAL PLANNING

  • Financial success doesn’t happen by chance but by choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

  • Evan Smith acts as a partner with all of his clients to help ensure their financial security. Through utilizing a needs-based approach, Evan builds comprehensive financial plans and develops targeted savings goals for his clients.

  • Evan and his team will:

    • Provide one-on-one, face-to-face holistic financial planning.

    • Ensure his clients are prepared to face the worst contingencies

    • Enable his clients to achieve their personal fnancial goals

Contact Evan and his team today to schedule your consultation!

Evan A. Smith, CFP®, CLU®, ChFC®

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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