Karl Smith Freedom 55 Financial

Description

Passionate and focused financial advisor with over 20 years experience helping the affluent, businesses, and individuals take steps to financial security.Working in positions such as a Financial Service Manager, Investment Lending Specialist, Private Banker and Branch Manager has provided me the expertise to assist all clients in every possible situation. Successfully assisting clients to realize their financial dreams by providing advice.
I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyles and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each plan includes: • Gaining a clear understanding of my clients’ goals and dreams • Analyzing their situation and identifying gaps • Building a plan to help them achieve their short-term and long-term goals • Reviewing their plan regularly to ensure it continues to meet their changing needs