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THE NORTHERN WAY

Retirement GPS

At our firm, we prioritize two fundamental principles. First, we’re a small, independent boutique operation that exists to prioritize your needs above all else. And secondly, we’ve developed a proprietary process that allows us to set your GPS accurately and efficiently.

This streamlined process empowers clients to approach retirement with ease and assurance. We oversee 5 crucial worlds of retirement to ensure your future stability, income and tax planning, investment planning, healthcare planning, and legacy planning.

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Nothern Way Retirement GPS infographic - income planning, investment planning, tax planning, healthcare planning, and legacy planning

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Income and Tax Planning

An important part of securing financial stability in retirement involves assessing your sources of income. This can include retirement savings, Social Security, and pension plans.  Equally important is tax planning, which includes taking advantage of tax-advantaged retirement accounts, understanding the tax implications of withdrawals from different accounts, and considering strategies to minimize taxes on your retirement income.

  • Determine how much you'll need to maintain your lifestyle.
  • Keep more of what you earned.
  • Feel confident in your financial decisions.
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SEE YOUR RETIREMENT PATH

Investment Solutions

Our investment strategy begins with a thorough assessment of your risk tolerance, ensuring that your portfolio is aligned with your comfort level. From there, we make adjustments to reduce fees and optimize returns, all while providing ongoing monitoring and management.

As your financial advisor, we will also work with you to organize, track, and test your retirement plan, ensuring that you have a clear understanding of your financial situation and a roadmap for achieving your retirement goals.

  • Clearly understand your financial situation.
  • Envision your financial roadmap - planned and tested.
  • Sit back and enjoy your path to financial success.
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PROTECT YOUR FINANCIAL SECURITY

Healthcare Planning

Health care is likely to be one of your largest expenses during retirement.  Understanding the drivers and avoiding coverage gaps are important when you’re weighing your options. At Northern Way, we:

  • Evaluate current healthcare coverage.
  • Explore supplemental insurance options.
  • Plan for long-term care.
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VISUALIZE YOUR LOVED ONES CARED FOR

Legacy Planning

Determine how you want to pass on your assets, values, and beliefs to your loved ones and future generations. It’s about ensuring that your wishes are carried out and that your loved ones are provided for, both financially and emotionally after you’re gone.

  • Identify estate planning objectives.
  • Understand the tax implications of your decisions.
  • Have your wishes honored.
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WHO WE SERVE

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A healthcare professional

Healthcare
Professionals

Healthcare Professionals

At Northern Way, we specialize in serving the unique needs of physicians, nurses, and other healthcare professionals. We understand the demands of your profession and the financial complexities that come with it. 

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A happy woman enjoying her retirement with a cup of coffee at home

Entering
Retirement

Entering Retirement

This is a critical time in your financial journey, as you prepare to transition from accumulation to distribution mode. We can help ensure that you are on track to achieve your retirement goals and enjoy a secure financial future.

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Enjoying
Retirement

Enjoying Retirement

It’s common for retirees to have questions about their retirement income, investment portfolio, or estate plan. Get an objective assessment of your current financial situation to help optimize your retirement plan.

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Preparation is the single most important thing you can do to have a successful and financially secure retirement.
Northern Way Founder Jere Smith
Jere Smith, CFP
Northern Way Founder
FEEL CONFIDENT ON YOUR RETIREMENT PATH

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Join a like-minded community of individuals that have one thing in common – the desire to live their best lives.
Other Ways to Get In Touch

Call Us

(715) 551-4181

Email

clientservices
@northernwaywm.com

LinkedIn

@northern-way-wm

Address

311 Financial Way, Ste 220,
Wausau, WI 54401

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A reliable path to a successful retirement. It’s the Northern Way.

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A reliable path to a successful retirement. It’s the Northern Way.

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