jSmith Financial

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Helping Create Your Financial Plan

“In this fast-paced global economy, Financial Planning is no longer a luxury, but a necessity.”

Wealth Management Services

Our training and experience allows us to deliver elite financial security solutions.  We offer both proprietary and non-proprietary products to maintain the highest quality of standards in advising our clients on income security, insurance, investment management, financial -planning, risk management and retirement planning.

 

Boutique Services

For those seeking a more customized approach, we have an exclusive option for a select number of clients to provide an in-depth discovery process and wealth care services encompassing:  pre-retirees, newly retired, business owners, succession planning, non-qualified planning for highly-compensated individuals or in-depth planning for those with multi-generational estate goals.  The all-inclusive services provide you with planning towards tax-efficient wealth creation, preservation and distribution strategies.  Our expertise in client education in both conventional and non-conventional financial strategies allow us to come alongside you in developing a solid, realistic financial plan to achieve the security of financial independence and legacy visioning enabling you to honor those you love.

Jordan S Smith
Wealth Management Advisor


jSmith Financial

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

We Create Plans For People, Not Money

At Northwestern Mutual, we do financial planning differently. If you live for it, I can help you plan for it. Learn how.

 

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