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

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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