8816 Six Forks Road, Suite 301, Raleigh, NC 27615

wsmith@capfs.com

Home
About
Team
Blog
Events
Resource Center

Podcast: Statement Shock, Strategy and Purpose

Podcast: Statement Shock, Strategy and Purpose

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

June 30, 2022

Contact

Office: (919) 719-3839

8816 Six Forks Road

Suite 301

Raleigh, NC 27615

wsmith@capfs.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.