Kara Smith, MBA

Financial Advisor

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

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.

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!

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.

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.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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