Our Mission

Our mission at CD Smith Financial is to assist our clients in achieving financial security for themselves and their loved ones. We understand that financial security can have varying definitions depending on an individual's life stage and priorities. We firmly believe that irrespective of their situation, our client's journey toward financial security begins by clearly understanding their current financial standing. This includes aligning their actions with their goals and objectives, with a focus on improving their financial positioning through effective offensive and defensive strategies such as risk management, wealth accumulation, and tax efficiency.

The Process

For things really important to them, people value the services of an expert to create a financial plan. Planning for financial security is no exception. Professional guidance can help you achieve your goals toward financial security and continued growth.

CD Smith Financial uses a needs-based approach which allows him to recommend solutions that are in the best interests of his clients. We accomplish this by taking time to understand a clients' situation, goals, and needs. When necessary, we will utilize the vast resources we have access to such as our network of specialists, world-class insurance services, and internationally recognized investment products to provide solutions for his clients

Whether you are planning for your own financial needs or those of your family or your business, CD Smith Financial can help you find the right answers. CD Smith Financial will take the time to get to know your situation thoroughly by asking the difficult questions because he truly cares about his clients.

Contact us today to request a comprehensive financial planning review... A simple step that may have an enormous impact on your financial well-being for years to come.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.

Client Testimonial

As a young medical professional, I have learned a lot about how to help people and treat conditions but I was never taught about financial health. Chris and his team have been wonderful helping me navigate student loan payment options. Something that looked daunting and never ending is now feasible with an end in sight, this is especially important given my husband and I just welcomed our second child. Now, thanks to Chris and his team, not only are mine and my husband’s future secure but so are our children’s.

Sandra, Client
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.