Our Services
Whether you are preparing for retirement, anticipating the cost of college or determining how to transfer weath to the next generation, The Smith Team is here to help.
Helping you make solid plans for the future is a large part of what we do. We work with you to identify your goals and then formulate and apply strategies to help you attain them.
Your Assets
With your wants top of mind, The Smith Team selects and implements a mixture of investment products such as stocks, bonds, mutual funds, exchange traded funds and more to fit your needs.
The Smith Team follows market news, Federal Reserve policies, industry regulatory changes and tax implications, constantly looking for ways to put your assets to work for you.
Your Retirement
Careful planning now helps you prepare to have enough income to live comfortably after you retire.
Together with the resources of D.A. Davidson, The Smith Team has the right retirement products and services to fit your lifestyle needs and to help you achieve your long-term goals.
Your Estate
Making a plan for your estate or inheritance puts you in control of providing for what matters to you (family, business, philanthropy) once you are no longer able to.
Working with you and other professionals, The Smith Team assesses your estate planning needs and recommends strategies for reducing taxes, transferring wealth and establishing trusts.
Your Insurance
Because life isn't predictable, we offer ways to help shield you and your family from the unexpected.
The Smith Team is happy to review your existing life insurance plans, work with you to select new coverage, monitor all of your policies and recommend an expert to help you with your long-term care needs.
Your Family's Education
Providing the opportunity for a child or grandchild to pursue their life's dreams by going to college is significant, especially with the cost of postsecondary education on the rise.
Setting up an education-funding plan with The Smith Team helps turn your aspiration of college-bound family members into reality.
Your Philanthropy
The practice of giving money and time to make life better for others is philantropy.
Let The Smith Team help you identify your philanthropic passions. Use our experience in managing foundation and endowment assets to achieve your goals and spread goodwill in ways you desire.