A Reliable Path to A Successful Retirement. It’s the Northern Way.
Download Your Retirement Guide
A Reliable Path to A Successful Retirement. It’s the Northern Way.
Download Your Retirement Guide
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The Northern Way Retirement GPS™
- Income Planning: Organizing, tracking and testing your income and spending.
- Investment Planning: Secure your financial future with an income strategy that calculates your retirement needs and identifies the most dependable sources of income to make your future years stress-free and comfortable.
- Tax Planning: Tax planning can help you carefully manage your income and investments to minimize taxes paid throughout your lifetime.
- Healthcare Planning: Efficient healthcare planning involves a well-coordinated effort to optimize Medicare benefit options while keeping long-term care costs low.
- Legacy Planning: Maximize your wealth to fulfill your desired lifestyle and secure your legacy with a proven strategy. Create a solid plan to make the most of your assets and ensure that your heirs inherit everything with ease.
OUR FOUNDER
Jere Smith, CFP
Jere is passionate about helping others find their route to their dream retirement.
As the founder of Northern Way Wealth Management, Jere enjoys serving individuals and families to create a retirement plan using his trademarked process ‘The Northern Way Retirement GPSTM.’ Growing up on a dairy farm, Jere experienced first-hand what it was like to see his parents and grandparents struggle around money and knows the inherent value of hard work. This created a fire within them to learn all he could to understand finances so that other families don’t struggle.
As a Certified Financial Planner professional and Charted Life Underwriter, two of the most esteemed designations in the industry, along with over a decade of experience as a Financial Planner, Jere is dedicated to educating his clients into and through their retirement. While Northern Way is based in Wausau, Wisconsin, Jere serves clients in multiple states.
Packages
Pricing Plan
