Lunch Smith

Office: 563-382-4277

511 W Water St Ste D
Northwestern Mutual
Decorah, IA 52101-1776

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An Expert in Special Needs Planning

Lunch Smith, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs. Lunch is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Lunch understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Lunch to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.

To provide families with an in-depth and coordinated special needs planning process, Lunch works as an integral part of a team of experts including National Care Advisors (NCA) who help families find and establish eligibility to optimize the benefits available to them.

My Mission

My philosophy is to pursue long-lasting relationships built on trust. This is particularly valuable to families who have a child or dependent with special needs, where the planning process is more complex. My goal is to bring my passion and expertise to assist you in obtaining financial security for yourself and your loved one with special needs.

Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.