Business Description

Brett R. Smith and Associates is a comprehensive financial planning firm, specializing in providing "fee-only" financial and tax planning services to individuals, families, and businesses. We are here to develop a plan to achieve your financial goals pertaining to insurance, retirement, investments, taxes, and estate planning.

Brett Smith takes a comprehensive approach to providing you with greater financial independence and security. By integrating retirement, taxes, insurance, estate and investment, he can help you realize your hopes, dreams, and objectives. Brett works directly with all of his clients, taking the time to get to know them and their unique needs and goals. In doing so, he is able to create financial plans that meet specific needs of his clients, focusing on the areas that specifically concern them.

Brett understands people's anxiety about their finances and knows that often they have other areas of their lives to focus on.

General Information

Gender:

Male

CRD#:

2641705

Years of Experience in Financial Services:

Education

Academic Background

Master of Taxation

Master of Business Administration

Bachelors in Accounting/Economics

Services

Investment Types:

Stocks Mutual Funds, Bonds, Stocks, Bond Mutual Funds, International Investments, Real Estate, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Public Accountant, Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

Prepared By:

Brett Smith