Why I Became a Financial Advisor

Why I Became a Financial Advisor

July 5, 2016

Multiple studies show that money is the leading cause of stress among Americans. I understand the financial concerns many individuals and families face, not only as an advisor but also as someone who has seen firsthand the impact of financial stress on a family. Growing up, I lived on a dairy farm where money was scarce, and work was hard and long. There were very few opportunities to spend time with the family outside of working on the farm, yet it was still difficult for my parents to make ends meet.

Following My Passion

I knew from a young age that I wanted a career that allowed me to help people and use my talents to the best of my ability, I just didn’t know where that would lead me. It wasn’t until many years later when I was working with a financial advisor that I discovered this career path. My advisor believed I would make a good financial professional and wanted me to join his practice. I had always liked numbers and business. I wanted to direct my career and sail my own ship, but I also wanted to provide financial security for my family and have time to spend with them. I decided to make the leap and joined the financial services industry in 2008, just one month before the market crashed and the Lehman Brothers filed for bankruptcy.

A Challenging Start

As you can imagine, I started my career at one of the most challenging times in the industry, but I can’t imagine having any other job. Today, working as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter with Point Wealth Management, I specialize in working with individuals, families and businesses. By providing financial planning, retirement planning, and portfolio management, I strive to help my clients formalize their objectives and overcome the insecurities and fears that come with taking the giant leap into retirement.

Doing What I Love

I’ve built strong relationships with so many incredible individuals, families, and business owners over the years. I am relentless in my commitment to genuinely understand each client’s unique needs and help them pursue financial success. I like to think that my clients know how much I care and how genuinely concerned about and interested I am in their future. There’s nothing more rewarding than helping clients realize their retirement dreams, whether it’s traveling, being with family, or relaxing. I hope I can help my clients feel more confident in and at peace with their future retirement. It’s always satisfying when clients tell me that I helped them live a life meaningful and impactful to them.

I am always looking for an opportunity to meet with new people. I truly believe I can help people realize their retirement goals and live a life that brings them meaning and satisfaction. Wherever you are on your financial journey, don’t hesitate to reach out to me or to refer a loved one for a complimentary and unbiased second opinion on your current strategies and how I may be able to help improve them. To get started, give me a call at 715-870-2450.

About Jere Smith

Jere Smith is a financial advisor at Point Wealth Management, an independent financial planning and investment management firm. Serving individuals, families, and privately-owned businesses, he helps great people create great financial success through his services, including financial planning, retirement planning, estate planning, charitable giving strategies, and portfolio management. Along with nearly a decade of experience, he is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter, two of the most esteemed designations in the industry. He is passionate about education, whether it’s providing it to clients or adding to his own knowledge, and has written an article that appeared on FORTUNE.com. Based in Wausau, Wisconsin, Jere serves clients in multiple states. To learn more, visit http://pointwealthmanagement.com or connect with Jere on LinkedIn.

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