We are driven by our company philosophy
Our financial planning process is fairly simple. We begin by discussing your financial goals and personal objectives. We look at how the financial planning process fits into your situation and review high level strategies. We discuss the cost of the service most appropriate to you, and if it makes sense for us to work together. From there, we will meet to review specific strategies and plans determining a path that you are most comfortable with. We begin to discuss implementation steps such as saving plans, insurance, investment and asset management. In our third meeting, we will review the plan that you selected and take action steps to implement the plan which will help you pursue your financial goals. Of course life situations change and it is critical to review and update your plan to make sure that it stays on course. We will meet periodically to monitor the adjustments needed so that your financial plan continues to meet your goals and objectives.
Please keep in mind that our door is always open. You always have the opportunity for further meetings, phone calls or emails, which is part of the service that we provide.
Gary has an extensive history of helping people meet their saving and retirement goals.
A FEW WORDS ABOUT GARY
As a financial planner, Gary is dedicated to serving the investment and financial needs of his clients by offering an unbiased financial planning approach using a wide variety of products and services. His goal is to build long-lasting relationships formed around trust and honest communication. Gary helps clients work toward their financial objectives by becoming their personal Chief Financial Officer and presenting clients with options and strategies to help accomplish what is important to them.
As the owner of WealthSmith Financial Planning, Gary has over 25 years experience in Retirement Planning, Wealth Management, Advanced Estate Planning, Tax Management, Education Planning, Qualified Plans, Long Term Care Insurance, and Medicare Planning. Gary holds the Financial Industry Regulatory Authority (FINRA) Series 7 General Securities registration through Cantella & Co., Inc, and Series 63 and 65 registrations through Cantella & Co., Inc., Registered Investment Advisor.
As a CFP®, ChFC®, and AIF® Gary holds three of the most prestigious designations in the world of financial planning, asset management, and Fiduciary Duties, and is dedicated to being an ongoing student of the Financial Planning, and Investment Services industries. He received a BS in Finance, Cum Laude, from Bentley University in 1991. Gary has served the community as a volunteer for many different non-profit organizations, including but not limited to: The Rotary Club, The Exchange Club, The YMCA, Fairtide of Kittery, Me, The Lake Auburn ½ Marathon. Gary lives in Saco, ME with his wife, Dr. Christine Blake Smith and their 5 children. Gary is an avid hiker, enjoys golf, enjoys fitness and a healthy lifestyle.
OUR BUSINESS PHILOSOPHY
Our goal is to provide families and business owners with assistance in building their financial freedom. We have the knowledge and experience required to help meet our clients’ established goals. Our personal goal is to become a lifetime resource for each and every client, whether they are just starting to prepare for or are currently in retirement. We have worked in Continue Reading
Registered Securities Principal
Registered to offer securities in CA, CT, FL, ME, MD, MA, NH, TX, WA.