To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

David E Smith

David E Smith

CFP®, MBA, BFA

Private Wealth Advisor

Vice President
Visit David E Smith's website

Team

Richard S Multhaupt

Richard S Multhaupt

Registered Client Service Associate

Qualifications

  • MBA
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