Fiduciary.
We operate under a “Series 65” license. This is a legal responsibility to put your best interests first. This is not take it lightly.
We operate with total transparency.
All fees are spelled out clearly before we do business.
Our exceptional advisors work, research, and operate to make certain you have the best possible advice. We use financial tools and strategies that are simple to explain and execute. Our mission is to manage your money to grow and distribute income so you can live the lifestyle you worked for.
Derrick Smith
Derrick B. Smith has over 25 years of experience concentration in various areas of financial planning. The best part of his work – telling clients they will have enough!
His work includes Active Investment Management, Properly planning Taxable Income, and Increasing your Income Distributions.
The conclusion of work will be Generational Planning – the best and most effective method of passing wealth to the generation.
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implement solutions & achieve goals.
Have any questions?
Your FAQs Answered
1. Structure – How is the best way to hold specific assets for Growth, Preservation or Distribution.
a. Brokerage Accounts – actively managed portfolios tailored to your risk tolerance and financial objectives.
b. Insurance products – aligned to the needs for guarantees.
We work backwards. We start with income sources, find the best tax savings, determine your risk tolerance, and then develop the investment management philosophy so your PLAN will work best for you. This is the opposite method of many other advisors.
Our experience has made us great guessers. We help you determine what is important to you, what obstacles you may face and help identify how and why your assets will handle situations. We help you identify solutions that make your life simple.
Getting Started Is Easy! Simply Reach Out To Us To Schedule A Consultation, And We’ll Guide You Through The Process Of Setting Up Your Investment Account And Creating A Personalized Financial Plan.
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