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Welcome

We aim to provide sophisticated, state of the art financial strategies, and deliver them as straightforward, easy to understand, advice. Our most savvy clients want assurances that their plan will work, that it is efficient, that no detail or opportunity is overlooked... but too often, that comes with a high degree of complexity... and turns people off... So, in working with us, our clients have said that they get the best of both worlds... We deliver strategic financial planning in plain English... sophisticated planning, and straightforward advice.

Since 2002, we have focused on streamlining the financial lives of time-pressed entrepreneurs and those preparing for retirement. It is our belief that by forming enduring relationships with our clients, we can build a plan that remains relevant throughout time. We combine our deep knowledge for planning strategies with our client's vision for the future, and the result is an efficient plan where every dollar has a purpose.

Please take a few minutes to learn more about our philosophy, our team and our mission. Thank you for visiting!

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Joe's Mission

"To deliver sophisticated, state of the art financial strategies as straightforward, easy to follow, advice."


Fee-Based Financial Planning

As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.


How to Protect Yourself After the Equifax Data Breach

 


Tips to Protecting your Security & Privacy


Today’s Retirement Planning: Getting To and Through Retirement

Watch this short video to learn why strategies you use to get you to retirement are not the same strategies you’ll need to make sure your money lasts through retirement.


Physicians Nationwide logo

Joe works extensively with Physicians and Dentists on their financial wellness, including disability insurance with a Medical Occupation Definition of Disability.

As a member of Physicians Nationwide, Joe has exclusive access to a nationwide network of Northwestern Mutual Financial Representatives who are uniquely qualified to help address the financial needs of those who have devoted their lives to the practice of medicine.  This network helps us to stay engaged in the medical community by sharing the most effective ideas and financial strategies that have been successfully implemented across the country.  PN also provides for continuity and personalized local service opportunities as our clients move and expand.


Our Fight Against Childhood Cancer

Our Fight Against Childhood Cancer logo

A cancer diagnosis for a child creates a "domino effect" that affects the patient and family. Northwestern Mutual Foundation has teamed up with Alex's Lemonade Stand Foundation and Starlight Children's Foundation to fund childhood cancer research and provide support families fighting this disease.


Financial Literacy for Kids

Financial Literacy for Kids logo

Joseph Smith would like to introduce you to an interactive Web site designed to help parents raise "money smart" kids. Visit the 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.

Joseph M Smith, CFP®, CLU®

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