Norman Smith (AAMS, BA, CFP®, CPA/PFS, MBA)
Norman Smith focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Traditional CPA firm with emphasis in financial planning.NAPFA Start Date
December 18, 2000