ABOUT US
Richard T. Smith Jr., MBA, EA, CFP ®
Enrolled to Practice before the IRS
CERTIFIED FINANCIAL PLANNER™
Registered Investment Advisor Representative
Over 25 Years Experience in Retirement Planning, Financial Planning
Tax Planning and Tax Preparation.
Mr. Smith is a CERTIFIED FINANCIAL PLANNER™ and is licensed as a General Securities Representative (Series 7), Registered Investment Advisor Representative (Series 65 & 63), Investment Products/Variable Contracts Representative (Series 6), and a Direct Participation Program/Limited Partnerships Representative (Series 22).
He holds a Life and Health and Property and Casualty Insurance Licenses with the Texas Department of Insurance allowing for Tax Deferred Annuities, Life Insurance products, Disability, Home, Auto , Business and Long Term Care Insurance as well.
Originally from Oklahoma, Mr. Smith received his Masters of Business Administration (Concentrating in Accounting), in 1993 from East Texas Baptist University and is enrolled to practice before the IRS as an Enrolled Agent.
Mr. Smith's desire to enter the Financial Services Industry began when he was in High School. He witnessed mistakes made by family members not preparing for the future. After experiencing these events in Financial Planning, Retirement, Insurance and Taxes, his heart lead him to not only serve his family with their financial issues, but to help others as well. Over thirty years later, he still enjoys helping and seeing the success of others.
Smith Financial wants to personally thank you for your interest in our services and should you have any questions regarding this information please feel free to contact us.
Enrolled to Practice before the IRS
CERTIFIED FINANCIAL PLANNER™
Registered Investment Advisor Representative
Over 25 Years Experience in Retirement Planning, Financial Planning
Tax Planning and Tax Preparation.
Mr. Smith is a CERTIFIED FINANCIAL PLANNER™ and is licensed as a General Securities Representative (Series 7), Registered Investment Advisor Representative (Series 65 & 63), Investment Products/Variable Contracts Representative (Series 6), and a Direct Participation Program/Limited Partnerships Representative (Series 22).
He holds a Life and Health and Property and Casualty Insurance Licenses with the Texas Department of Insurance allowing for Tax Deferred Annuities, Life Insurance products, Disability, Home, Auto , Business and Long Term Care Insurance as well.
Originally from Oklahoma, Mr. Smith received his Masters of Business Administration (Concentrating in Accounting), in 1993 from East Texas Baptist University and is enrolled to practice before the IRS as an Enrolled Agent.
Mr. Smith's desire to enter the Financial Services Industry began when he was in High School. He witnessed mistakes made by family members not preparing for the future. After experiencing these events in Financial Planning, Retirement, Insurance and Taxes, his heart lead him to not only serve his family with their financial issues, but to help others as well. Over thirty years later, he still enjoys helping and seeing the success of others.
Smith Financial wants to personally thank you for your interest in our services and should you have any questions regarding this information please feel free to contact us.
411 North McGraw Forney, Texas 75126
Office: 972.564.4011 Fax: 972.552.2893
Email: rich@smithfinancialwealthadvisory.com
411 North McGraw Forney, Texas 75126
Office: 972.564.4011 Fax: 972.552.2893
Email: rich@smithfinancialwealthadvisory.com
Complete Financial Services
One Convenient Location
One Convenient Location
