William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC, Advanced Planning Advisor

CONNECT

Address:

8816 Six Forks Road
Suite 301
Raleigh, NC 27615

Phone:

919.719.3839

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.