Our Mission

At CD Smith Financial, our mission is to help clients make clear, confident financial decisions that support the life they want—now and in the future. We recognize that financial security looks different for everyone. That’s why we focus on helping clients understand where they are today, what they’re working toward, and how to get there. Through straightforward conversations and practical planning, we work to simplify complex decisions and create meaningful progress—without the noise or confusion. 

The Process

At CD Smith Financial, we are dedicated to guiding individuals and families through every stage of their financial journey, providing clarity and direction along the way. Whether you're preparing for retirement, managing risk, or seeking to understand how today's decisions impact tomorrow's outcomes, our mission is to empower you to move forward with confidence.

Our approach is grounded in education, transparency, and practicality. We offer guidance that is not only tailored to your specific needs but also timely and easy to comprehend. Every recommendation we provide is designed to support your long-term goals, ensuring that each step you take is clear and actionable.

By partnering with us, you gain access to a wealth of expertise and a commitment to helping you achieve financial success. Our clear and practical guidance is crafted to help you make informed decisions that will benefit you well into the future.

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, Aa1, 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.