Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Amy L. Smith can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management

Amy can answer your questions, including:

• Can I retire early?
• Are my investments working hard enough?
• What’s the best approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?

Amy has helped many people just like you with similar issues and concerns. She specializes in creating an approach that is designed to address your individual situation.