Your Trusted Companion for Retirement Planning. It’s the Northern Way.
Keep your retirement plan on track with our retirement plan checklist. Use this checklist as your guide, covering key considerations and actionable steps tailored to your unique needs and goals.
Download Your Free Retirement Plan Checklist
Your Trusted Companion for Retirement Planning. It’s the Northern Way.
Keep your retirement plan on track with our retirement plan checklist. Use this checklist as your guide, covering key considerations and actionable steps tailored to your unique needs and goals.
Download Your Free Retirement Checklist
LET'S GET STARTED
The Northern Way Retirement GPS™
As a member of the Northern Way client community, you enjoy a financial planning process that helps put your retirement in motion. We work together to build a lasting legacy for current and future generations.
- 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.
WHO WE SERVE
Our Clients Are Typically
Healthcare Professionals
Healthcare workers have particular difficulties saving for retirement. Because of their demanding work schedules and complex financial situations, we offer a helping hand in confidently planning their finances.
- Nurses
- Physician's Assistants
- Speciality Health Professionals
Entering Retirement
Planning for retirement can be challenging, especially if you’re 5-10 years away. We offer comprehensive guidance on optimizing savings, maximizing Social Security, and managing investments.
- 5-10 Years from Retirement
- Asset Allocation
- Tax Planning
Enjoying Retirement
Retirement is a major milestone, and we’re here to help you achieve financial security. Whether you need a second opinion or ongoing support, our team provides personalized solutions for your unique needs.
- Retirement Plan Reviews
- Financial Planning
- Retirement Plans
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.
FREE DOWNLOAD
Download Our Retirement Plan Checklist
With our retirement plan checklist we cover the five key areas of your financial life – income planning, tax planning, investment planning, healthcare planning, and legacy planning. This resource seeks to ask questions about your current retirement plan and help you find answers to some critical planning questions.