Kara Lee Smith, MBA

Financial Advisor

  • Office 541-317-0447
  • Mobile 541-410-1810

My Mission

My mission is to help members of my community become their best selves. I do this by helping them identify and achieve their financial goals. I use a holistic and personalized planning approach to cultivate long-lasting client relationships and become their trusted financial advisor. I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists, to help my clients become financially secure by matching their needs, goals, and values with innovative solutions. 

I aim to surprise everyone that meets me on how different I am compared to the typical financial services salesperson. I aim to develop relationships, not transactions. To become my clients trusted financial advisor, I put honesty and integrity at the center of my practice, I am consistently serving their best interest, and I am approachable yet determined to challenge my clients when and where no one else will. My clients are confident in the credibility, knowledge, and creative solutions I bring to the table.

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children, and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Spend Your Life Living

When someone in financial services says "we can help you plan for your future," people hear "budget" and "retirement." And when people hear these things, they shut down. The truth is, we don't think you should have to wait to live a full, happy life. Tomorrow doesn't mean the distant future. It means, well, tomorrow.

We want to reframe people's idea of financial planning. We will show you that spending doesn't have to feel like a mistake. When you're in control of your money and start realizing your financial goals, planning looks more like living and less like planning.

This is what our version of financial planning looks like. Tomorrow is important, but the good stuff is happening now. Spend your life living!

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck