Scott Smith (CFP)

Scott 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.  

NAPFA Start Date

July 15, 2016

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This Office

1020 Olympia Drive Rochester Hills, MI 48306-3786 Phone: (248) 385-2334