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

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.