William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

Advanced Planning Advisor

Visit my web site!

Phone: 919.719.3839
E-mail:
 

Services

· Objective Financial Guidance, Advice, and Consulting

· Fiduciary-Based Approach

· Fee-Based Financial Planning

· Retirement Income Solutions

· Survivor Benefits Strategies

· Social Security and Long-Term Care Planning

· Defined Benefit Plan and Pension Analysis

· Investment Solutions and Asset Management

· Estate and Business Succession Planning Strategies

· Personal and Business Insurance Analysis

 

Qualifications

· Team Leader at Capitol Financial Solutions

· Currently Serving 16th Year in Financial Services Industry

· Graduate, Duke University Executive Certificate in Financial Planning

· CERTIFIED FINANCIAL PLANNER ™ (CFP®) Designee

· Accredited Investment Fiduciary (AIF®) Designee

· Retirement Income Certified Professional (RICP®) Designee

· Life Underwriter Training Council Fellow (LUTCF) Designee

· Certified in Long-Term Care (CLTC) Designee

· FINRA Series 7 General Securities Licensed and FINRA Series 24 General Securities Principal

· Nationally Recognized Member of Million Dollar Round Table (MDRT)

· Achieving Client Excellence (ACE) Qualifier for Signator Investors, Inc, 2003,2007,2009,2011,2014,2015

· Past President of the National Association of Insurance and Financial Advisors (NAIFA), Triangle Chapter

· NAIFA Advisor of the Year, 2009

 

 

About Will

· Resides in the Five Points area of Raleigh with wife, Summer, and son, Jack

· Graduate of Hampden-Sydney College with B.A. in Economics

· Collegiate Letterman in Football and Baseball

· Member of McConnell Golf Network & Raleigh Country Club

· Proud Supporter of Many Charitable Organizations

· Avid and Vibrant Public Speaker

· Downtown Raleigh Alliance, Member