Benjamin J. Smith

My Mission:

I help individuals, families, and business owners develop a plan to achieve financial security. I do this by applying best financial practices and coaching clients to build positive financial habits.

What my clients can expect from me:

My clients receive a written financial plan based on where they are in life right now with the steps to achieve financial security as they define it. They receive comfort in knowing they are taking the right financial steps. My team serves as a trusted confidant and advisor, always there for the clients we serve.

Let me ask you three questions:

1. Do you know where you are financially?
2. Are you tired of money being too complicated?
3. Do you want the comfort of working with a team of financial professionals?

Clients I specialize in working with:

• Military Officers
• Business Owners
• Executives
• Sales Professionals
• Medical Professionals

What sets me apart from others:

1. I firmly believe we should be good stewards of the income we earn and the wealth we accumulate.
2. Service is a lifestyle for our team; I spent seven years as an Army officer serving my country and will spend the rest of my life serving my clients.
3. I believe giving of our time and resources is one of the most impactful habits an individual or company can make during our time on Earth.