At WealthSmith Financial Planning we offer Investment, Financial Planning and Retirement Planning services to Individuals and Business Owners. We design and implement the appropriate financial plan for Small Business Owners and Individuals to meet their desired goals. We stay with you as a financial resource from the beginning of the process to the fulfillment of your goals.
It is not uncommon for our relationship to last several decades, and even progress through to the next generation.
Some, but not all of the area's that we assist with are: Wealth accumulation and tax strategies during your working years; on-going financial planning and income distribution planning at the commencement of retirement; business secession/exit planning: estate planning and wealth transfer to the next generation; risk management to insure that the appropriate levels of protection are in place to protect you and your loved ones.
It is not uncommon for our relationship to last several decades, and even progress through to the next generation.
Some, but not all of the area's that we assist with are: Wealth accumulation and tax strategies during your working years; on-going financial planning and income distribution planning at the commencement of retirement; business secession/exit planning: estate planning and wealth transfer to the next generation; risk management to insure that the appropriate levels of protection are in place to protect you and your loved ones.
Services
Implementation specialist of ERISA 403b plans for municipalities, pursuant to the mandates of the Pension Protection Act of 2006. My financial planning process is fairly simple. We begin by discussing your financial goals and personal objectives. We look at how the financial planning process fits into your situation and review high level strategies.
WealthSmith Financial Planning offers investment and financial advisory services to individuals and business owners through our affiliation with Cantella & Co., Inc, and Cantella & Co., Inc, a Registered Investment Advisor. Our representatives have decades of experience and consistently participate in continuing education forums that update them on changing rules and regulations and inform them of the newest investment vehicles available.
GENERAL INVESTMENT DISCLOSURE Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. MUTUAL FUNDS:Mutual Funds are sold by Prospectus only. For this and other information please call (800) 333-3502 to request a Prospectus.
Reviews
Be the first to review Wealth Accumulation Financial.
Write a Review
