Joseph Smith (AEP, CPA/PFS, JD)
Joseph Smith focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
My emphasis is on finding solutions and opportunities that fit each client.
I help clients prioritize their financial goals. Services offered include: budgeting, broad-based plans, cash flow planning, charitable planning, investment consulting, investment management, investment planning, portfolio construction, portfolio reviews, retirement planning, risk management, tax planning (income, estate & gift).
Additional Information
The combination of education (formal and continuing) and experience provide insights in recognizing opportunities, finding solutions and minimizing problems. My experiences include: Internal Revenue Field Agent, tax departments of national CPA firms and creation and management of a full-service CPA firm. My interaction with each client is as if they are my only client. My passion is helping clients achieve their financial goals.
NAPFA Start Date
April 24, 2008
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