Joseph M Smith, CLU®

Financial Advisor

Joseph M Smith

Office: 312-641-8627

1 N Wacker Dr Ste 4600
Chicago, IL 60606-2841

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

How can a Financial
Advisor help you?

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

Enroll Now

New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

McTigue Financial Group Rated as "Number 1 Place to Work in Chicago"

The March 29, 2010 issue of Crain’s Chicago Business has named the McTigue Financial Group the “Number 1 Place to Work in Chicago".

Click here to read more.

For things that are really important to them, people value the services of an expert.  Planning for financial security is no exception.  Professional guidance can help you achieve your goals of financial security and continued growth.

Contact Joseph today to request a comprehensive planning review... a simple step that may have an enormous impact on your financial well-being for years to come.

 Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Joseph Smith.

Events

Steve Braun is active with The Present's SymposiumThe President’s Symposium of Chicago
The 2010 President's Symposium will be held September, 2010.

The symposium is an invitation-only, annual, all-day event dedicated solely to presidents and CEOs. If you are a business owner and would like to attend the 2010 event, contact  Joseph at (312) 641-8627 or email.

In September, 2009, Joseph Smith and his colleague Steve Braun hosted the Chicago Chapter's 26th President's Symposium.  As an active board member of TEI, Joseph believes this program is helpful because of the attention given to business owners telling their real life stories. A testimony to the success of the program is a large percentage of attendees requesting to be invited back.

Please take advantage of The Entrepreneurship Institute's FREE streaming audio library to hear CEOs from across the country.

 

 

 

 

 Themint.org – Financial Literacy for Kids

 Steve Braun invites you to visit The Mint web site                            Joseph Smith would like to introduce you to an interactive Web site designed to help parents raise "money smart" kids. Visit this award winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual and the National Council on Economic Education.

My Mission

It is my mission as a Northwestern Mutual Financial Representative to bring trust, integrity and expertise to every client relationship. I will do my best to help you protect and provide for those you care about most, always striving to provide you with the same level of ethical service that I would expect for myself.

In the News!!

 

 

McTigue Financial Group Rated in Number 1 "Best Places to Work" in Chicago in 2010  The March 29, 2010 issue of Crain’s Chicago Business has named the McTigue Financial Group the “Number 1 Place to Work in Chicago.”

Northwestern Mutual Just Ranked First in Customer Satisfaction
For the fifth consecutive year, Northwestern Mutual received the highest customer satisfaction score among U.S. life insurers, according to the American Customer Satisfaction Index's (ACSI) fourth quarter 2009 report.

Kliplinger's Personal Finance "A New Lease on Life Insurance"  - That term or cash-value policy you bought to protect your young family could cushion your retirement . 

Medical Economics "A New Life for Life Insurance"   A great article explaining the ins and outs of how life insurance can fit into an overall financial plan.

"Managing Your Money In a Downturn"  Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn.

Northwestern Mutual receives the "Best Possible Ratings" The four major ratings agencies, Standard & Poors, A.M. Best, Moody's, and Fitch, have each confirmed the company's insurance strength ratings.

CEO with a Plan
Northwestern Mutual CEO Ed Zore featured on the cover of Selling Power magazine.

Northwestern Mutual featured in Harvard Business Review
The article highlights how Northwestern Mutual measures success by staying relevant to its policyowners and clients. 

150 Years of Working Together: Northwestern Mutual has been putting clients first for 150 years so they can put their loved ones first. Click here to visit the company timeline.

Northwestern Mutual's CEO on CNBC: CEO Ed Zore appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy.