Financial planning can help make the difference between those who enjoy a comfortable retirement and those who struggle. Cole Smith can help you with your pre and post retirement planning, estate planning and wealth management goals. Cole’s planning services include:
Needs Assessment - by auditing your current estate to determine the amount of income you need in the future and any factors that may impact your plan as well as setting clear goals.
Analysis & Design – by identifying any gaps in your current planning, coordinating your varied investments and determining your risk tolerance he can then offer alternative strategies and identify solutions for your situation.
Implementation – personalized recommendations are carefully executed to help ensure that a long term focus is maintained.
Service & Support – by continuing to work closely with you to help ensure that you are well informed and able to make appropriate and opportune decisions.
A graduate of James Madison University, Cole believes in physical as well as fiscal health. He enjoys all outdoor activities including boating and golfing and enjoys his volunteer work for Cancer Research as well as other worthy causes. Cole can bring a wealth of resources to help provide you with creative solutions to your challenges from legacy and business owner planning to retirement and investment strategies.
CRPC conferred by College for Financial Planning.