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.
My goal is to provide families and business owners with assistance in building their financial freedom. I have the knowledge and experience required to help meet my clients’ established goals.
Investment, Financial Planning & Retirement Planning
Welcome to WealthSmith Financial Planning!
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. Our practice utilizes many different financial and insurance solutions to meet the desired results. With an array of financial resources to choose from, we will use our experience and insight to analyze your situation and make recommendations to you based on a comprehensive spectrum of financial topics. We believe that our independent objectivity can mean a world of difference when planning your future.
Our reputation for trust and integrity is the foundation on which we build our relationships. Our reputation is measured by the financial independence achieved by our clients. With your financial integrity being our highest priority, let us help you to work towards your long-term goals. WealthSmith Financial Planning, LLC.
Wealth Management & Estate Planning
Wealth planning is about more than retirement or wealth transfer. It is about fully realizing your and your family’s specific goals and vision by marshaling the right strategy, resources and support. It starts with a thorough understanding of your situation and objectives and continues with thoughtful recommendations and close coordination with any other personal advisors. As external influences or personal circumstances change, effective wealth planning is consistently sustained through diligent management, the highest fiduciary standards of service, and proactive counsel.
Comprehensive Financial Planning
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning. It is only through comprehensive analysis that your true financial condition can be determined and the proper plan can be recommended. Any financial advisor or planner providing recommendations without addressing all of these aspects for you or your business will most likely result in unsuitable recommendations.
Retirement Income Planning
Retirement income planning has emerged as a distinct field in the financial services profession. And while it suffers from many growing pains as it gains recognition, increased research and brainpower in the field have benefited retirees and those planning for retirement. One matter has become even clearer than before: The financial circumstances facing retirees differ dramatically from pre-retirees.
Investment Advisory Services
As an investor, you’re faced with an uncertain and volatile financial marketplace further complicated by the wide array of investment options available to you. You know that proper planning and discipline are important in working toward financial independence and security for your heirs, but developing a sound strategy and selecting, monitoring, and managing your investments yourself can be an arduous task. For investors who would like to free themselves from the need to constantly monitor asset allocation and portfolios, WealthSmith Financial Planning, LLC. have access to a wide array of advisory programs designed to match a variety of client needs.