Who We Serve

your reliable path to retirement

Our Client Community

We work closely with individuals and families who are looking for a trusted partner and coach to guide them through their financial journey. Our clients may have a range of financial goals and concerns, from planning for retirement to protecting their assets. 

We provide personalized financial advice and strategies tailored to each client’s unique circumstances and goals, while also offering ongoing support and guidance as their needs and priorities change over time. Whether you are just starting to build your financial foundation or seeking guidance on complex financial matters, we are here to help you achieve financial security and peace of mind.

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Healthcare Professionals

Healthcare professionals face unique challenges when it comes to retirement planning. With demanding work schedules and complex financial situations, these individuals require a partner who can guide them through the process with confidence and reassurance. 

retire with ease and confidence

Entering Retirement

We understand that planning for retirement can be a daunting task, especially for those who are 5-10 years away from retirement. You’re seeking guidance on how to optimize your retirement savings, maximize your social security benefits, and manage your investment portfolios to meet your financial goals. 

We take a comprehensive approach to retirement planning, addressing all of these factors and more to help you achieve a secure financial future. Whether you need help with asset allocation, tax planning, or estate planning, we are here to provide the expertise and support you need to make the most of your retirement years.


Enjoying Retirement

Retirement is a significant milestone in life, and we are committed to helping you enjoy your golden years with financial security and peace of mind. Whether you’re seeking a second opinion on your retirement plan or looking for ongoing support to manage your finances in retirement, our team has the expertise and experience to address these concerns and provide personalized solutions to meet each client’s unique needs. 

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Contact Us

At Northern Way, we are thrilled to help you set your unique Northern Way Retirement GPS™ in motion today.
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Call Us

(715) 551-4181






311 Financial Way, Ste 220,
Wausau, WI 54401

When we say, "The Northern Way", we mean that our clients are gaining clarity and confidence because they know they have a guide now and for the future.
Northern Way Founder Jere Smith
Jere Smith, CFP
Northern Way Founder

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

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