The Team

Smith & Associates
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Thomas E Smith Jr

Thomas E Smith Jr

Financial Advisor

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Designations

CFP®, CKA®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Intergenerational Planning

Education

BA Bachelor of Arts, Oakland University, Rochester Hills, Michigan 1986
CA Insurance #0M95268

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Erin Ross

Erin Ross

Financial Advisor

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Top Areas of Focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances

Education

Central Michigan University, BSBA 1997

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Austin Wagley

Austin Wagley

Associate Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Saving for Education
  • Cash Flow Management Strategies
  • Investments

Education

Wayne State University, Bachelor of Business Administration

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