TROY M. SMITH
CERTIFIED FINANCIAL PLANNERTM		 Independent Financial Planning Advice Since 1989
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Troy is a Certified Financial Planner™ professional. He offers hourly fee financial planning on a "Pay as you go" basis or ongoing financial planning on for a retainer fee as opposed to a percentage of investment assets under management. He is a member of the Financial Planning Association & Financial Planner Association of the Triangle, National Committee on Planned Giving, North Carolina Planned Giving Council and CFP Board of Standards.

Recent Media Coverage of Troy M. Smith, CFP®:

The Christian Science News Monitor: A financial instrument for good is not always a good fit, Charitable Trusts & Charitable Planning

Financial Planning magazine: Are REITs Too Rich?

Investment News Cover Story 'Incidental Advice' Flap Rages On - on the American Institute of Certified Public Accountants (AICPA) website

More Media Coverage
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Mission
To provide comprehensive and continuous financial planning advice on a non-discretionary basis to clients who desire to be a part of the financial planning process. To provide advice supported by real-time analytics incorporating client's cash flow, taxes, investment, insurance, retirement and estate and to do so at a reasonable cost. To act as a fiduciary, putting clients' interest first. To make a difference in clients' lives by implementing solutions that create more net cash flow in retirement allowing clients' to focus on their dreams and aspirations. To simplify and help organize clients' financial affairs. To reduce the stress about money matters.

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     Securities and Advisory Services, including Financial Planning, offered through H. Beck, Inc., Member FINRA and SIPC.   |   Disclosures
Copyright © 2007 Troy M. Smith, Certified Financial PlannerTM