Craig Schmith

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Craig Schmith

As a planner since 1999, I have been helping people to improve their personal financial situation by doing full financial plans, and hourly projects on topics of their choice. 

A full plan starts with an individual or family’s work situation, personal situation, preferences and goals.  I analyze and recommend changes in cash flow, net worth, insurance coverages, income tax planning, goal planning (i.e. college, retirement, vacation home, etc.), investments, and estate planning.  Fees for a plan are typically $2,000 for singles, $2,800 for couples.

Hourly planning is done on a project by project basis depending on people’s needs.  The most typical ones involve work on investments and retirement projections.

Over 15 years planning experience and 2 degrees in finance provides me with the experience base to know how to handle a wide variety of situations.  My plans are designed to be easy to understand and I try to use the most straightforward solutions to get the job done. 

On a personal basis, I am direct and open and have an excellent sense of humor!  If you think I would be a good match, give me a call.

Advisors at this Office

Craig Schmith

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This Office

1213 Culbreth Dr Wilmington, NC 28405-3639 Phone: (919) 272-5054 Fax: (919) 806-4301

Primary Office

5540 Centerview Dr Ste 200 Raleigh, NC 27606-3386 Phone: (919) 272-5054 Fax: (919) 806-4301

Other Offices

1213 Culbreth Dr Wilmington, NC 28405-3639 Phone: (919) 272-5054 Fax: (919) 806-4301