William D. Smith, Cfp, Aif, Aep, Ricp, Lutcf, Cltc
(6 Reviews)
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.
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Highlights
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In Business Since 2016
Sentiment Analysis
In addition to his professional demeanor, he is personable and exhibits interest and concern for us as individuals.
I consider myself fairly astute financially but Will has always been ahead of me on advising moves that I had not considered.
He seeks to understand my family and I's goals and then sets measurable steps to help us reach these.
He has been diligent & active in managing our financial account through both good & challenging times.
He has been there for us 100% through cancer treatments, broken ankles, and the navigation of general financial growth opportunities to help us as we walk into our golden years.
He is 100% professional and discreet, extremely knowledgeable in all areas of financial planning and investment, and an upstanding person to boot.
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