About Robert Smith
Customized Financial Planning
Services for Individuals, Trusts and Businesses.
I believe in a customized planning approach to solving financial problems for individuals, trusts and businesses. I work hard to earn your trust and confidence and look forward to a long-term relationship with our clients and their families.
I understand every situation does not fall into a cookie-cutter solution. That is the very reason why I am flexible with how I work and how I am paid. Your financial sitution will dictate which method works best for you---fee or commission.
Independence is important. There is no "proprietary axe to grind" in terms of product or financial services. Our strategic partners help to provide the platforms and products necessary to successfully compete in this complex financial world.
The bottom line for you is state of the art technology, experience, knowledge and competitive products under one roof. I also recognize the importance of "team" approach. I work closely with attorneys and tax professionals to coordinate all areas of your financial plan.
Cetera Advisor Networks LLC and its representatives do not offer tax or legal advice. Please consult your tax or legal counsel for your specific situation.