How We Add Value

How We Add Value

Check out this checklist of 50 Things an Advisor does to add value to your life.

Read the 50 Ways
Family Wealth Planning

Family Wealth Planning

We put together a one page brochure you can bring home to your family and help start the family wealth conversation.

Download the Brochure
Financial Resources

Financial Resources

We post relevant articles on hot financial topics like retirement, Social Security, and investing. 

See What's New

Free Downloadable Resources

Our Process

Family Wealth Planning Brochure

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Our History

Vital Information Kit for Families

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Our Values

Surviving Spouse Checklist

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<strong>Who We Serve</strong>

Who We Serve

Over the years, we've had the pleasure of serving people from all walks of life with their financial plan. We've been lucky to establish speciality services within certain groups who need dedicated planning related to their occupation.

Learn more about groups we serve.

<strong>Vital Information Kit</strong>

Vital Information Kit

Lifetime Planning financial advisors help our estate planning clients put together a Vital Information Kit. 

This is a “grab and go” hard copy file that contains the essential documents needed if you or a loved one were to have to go to the hospital or get medical care in an emergency. 

Meet Our Experienced Financial Professionals

Brandon Smith

Brandon M. Smith

LPL Registered Administrative Associate

Eric Smith

Eric Smith, JD, CFP®

Financial Planner

Kimberly Clay

Kimberly Clay

Office Manager

Schedule a Complimentary Planning Session

Thank you!