Scott C. Smith (CFP®)

Scott C. Smith focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Hourly

Investment Advice with Ongoing Management

Planning Specialties

I assist clients with::

Cash Flow Design
Retirement Planning
Investment Management
Tax Planning
Employee Benefits
Company Stock Option Planning
Insurance
Estate Planning, and More

I offer ongoing advice, project, and hourly services. I do believe in asset minimums and want to be able to work with clients offering a structure that allows us to work together as life changes and as you have questions.

Additional Information

Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner. Scott believes that finances should function within each client’s unique situation and does not believe you can give all clients the same cookie cutter advice. When not working you will find Scott spending time with his family traveling, reading military history, or at a car show.