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

Our Client Service Model


Who We Are

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How We Can Serve You

Years of experience have prepared us to guide you through your life transitions.

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Our Process

We create strategies that are tailored to your needs and goals. 

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<b>Patience. Vision. Leadership.</b>

Patience. Vision. Leadership.

As an active and interested member in our great community, I am very proud to represent my clients as they reach for their financial goals and dreams. Whether meeting with an individual, family, or business, I make it a point to do something that has become somewhat of a lost art these days: listen. When I'm doing less talking and you're spending more time sharing your intentions and goals with me, we're able to make true progress.

Whether you're interested in wealth accumulation or preservation, you can rest assured that our client-centered approach is one that can not only benefit you, but also the forthcoming generations that depend on the financial decisions that you make today.

Thank you for your interest in my website and please feel most welcome to contact me for additional information or to schedule a meeting. 

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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