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

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

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

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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