David Smith, CRC®
Certified Retirement Counselor®
Devotion to God, family, and then to business. We believe if your priorities are in order you can have balance in your life.
Our Purpose is to make a positive financial difference in the lives of our clients and their families. Our goal is to create long term relationships. If we have developed a relationship, caring and trust will help us develop a plan and strategy that fits each individual’s goals.
Listen to advice and accept instruction, and in the end you will be wise. Many are the plans in a man’s heart, but it is the LORD’s purpose that prevails.
Opportunity exists for our team to help many achieve financial health. Opportunities also exist for the clients we serve. Being financially healthy presents opportunities to help their family, churches, and other causes.