Our Approach

Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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From left to right, Homer S. Smith IV CFP® CRPC®, John Shaw, Ed Kelly CFP® CLU® ChFC®, Justin Samples CRPC®

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Areas of Focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

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