A Reliable Path to A Successful Retirement. It’s the Northern Way.
Achieve simplicity and confidence during your retirement years,
focused on 5 key areas of your current financial life — income planning, investment planning, tax planning, healthcare planning, and legacy planning.
Download Your Free Retirement Guide
A Reliable Path to A Successful Retirement. It’s the Northern Way.
Achieve simplicity and confidence during your retirement years,
focused on 5 key areas of your current financial life — income planning, investment planning, tax planning, healthcare planning, and legacy planning.
Download Your Free Retirement Guide
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.
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.
