William D. Smith, CPWA®, CFP®, CAP®, AIF®, AEP®, RICP®, LUTCF®, CLTC®

William D. Smith, CPWA®, CFP®, CAP®, AIF®, AEP®, RICP®, LUTCF®, CLTC® is a financial planner in Raleigh, NC. The firm provides personalized wealth management, retirement planning strategies, and advanced planning services for individuals, families, and businesses. With a 5.00 rating, the practice specializes in helping clients navigate life transitions through customized financial roadmaps.

The firm utilizes a client-centered approach that prioritizes listening to the specific intentions and goals of each client. Their process begins with a discovery phase to establish trust and understand a client's financial landscape, followed by a consultation to articulate priorities. The team focuses on educating clients about complex financial concepts to take the mystery out of investing, insurance, estate conservation, and wealth preservation. Services include management of various accounts such as IRAs, brokerage accounts, and treasury bills, as well as planning for college, estates, and retirement. The practice also addresses critical needs like disability income, life insurance, and long-term care insurance.

The office is located on Six Forks Road in Raleigh, near the intersection of Strickland Road.

The firm is recognized for its commitment to honesty, integrity, and its reputation for educating individuals in an easy-to-understand manner. Through years of experience, the team has established a foundation of trust by helping clients grasp personal finance concepts to pursue their long-term objectives.

Whether managing wealth accumulation or preservation, this practice provides the specialized planning necessary to help Raleigh residents reach their financial goals and dreams.

Services:

• Estate Planning
• Personalized Financial Services
• Retirement Planning
• Tax Planning
• Wealth Accumulation and Preservation