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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
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Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
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Wealth Management Topics

Living Well

 
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You may consider your health and your wealth as separate and distinct aspects of your life. However, charting a secure financial future and healthy life requires thoughtful and ongoing planning.

Living Well

With life expectancies increasing and the cost of healthcare rising, the concept of a holistic approach to combining health and wealth considerations makes sense.

Northern Trust collaborated with PinnacleCare, a premier healthcare advocacy company, to create the Living Well program. This program provides you and your family leading-edge perspectives on important trends affecting health and wealth and offers effective tactics in developing an integrated health and wealth plan.

Trends Promoting Health and Wealth
New insights and approaches to promote and protect your health and wealth

  • Prevention: Take action before any serious health or financial issues arise
  • Proactive Planning: Adopt a holistic, comprehensive approach
  • Professional Relationships: Cultivate open communication with experienced medical and financial advisors

Five Pathstones to Optimum Health and Wealth
Provides a thoughtful process that can be applied to both health and wealth planning throughout all stages of life

  1. Identify Motivations and Goals
  2. Evaluate Current Situation
  3. Develop Integrated Strategies
  4. Align Resources to Implement Plan
  5. Monitor and Evaluate Your Results

A Roadmap for all Stages of Your Life
Designed to help adults implement decisions that affect them and their entire family

  • Early Years (birth to 14): Protecting Children
  • Teens and Young Adults (15-24): Guiding Children
  • Pivotal Years (25-39): Laying the Foundation
  • Sandwich Generation (40-54): Balancing Act
  • Maturing Years (55-65): Peak Productivity
  • Prime Time (66+): Quality of Life

Sue Smith

Sue Smith

Vice President
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Sue Smith

Sue Smith

Vice President
 
Sue is a Senior Financial Consultant in the Financial Consulting Group. She has twenty years of experience providing financial planning and investment analysis to executives, business owners, high net worth individuals and families. Sue’s emphasis is on retirement planning, cash flow analysis, stock options, compensation and benefits, wealth transfer, charitable gifting, and risk management. Sue’s straight forward approach to planning assists clients in developing solutions to meet their individual needs.

Prior to joining Northern Trust, Sue was a Financial Planner at Guarantee Associates, LLC in Lansing, and an Associate Financial Planner at Ernst & Young, LLP in Chicago from 1997 to 2002. She has been a contributing editor during 2000, 2001 and 2002 for the Ernst & Young Tax Guide.

Sue earned a Bachelor’s Degree in Organizational Management from Calumet College of St. Joseph in Indiana. She received the Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in Denver, Colorado and is a member of the Financial Planning Association (FPA).
 
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PinnacleCare
Learn more about premium healthcare services provided by PinnacleCare
 

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