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Financial Planning

Well Designed, Tailored Financial Planning

Smith Salley’s team of wealth management experts designs multifaceted, customized financial plans.

We offer services that fit our clients needs and your goals. Whether you are a young family or thinking about retirement and beyond, we provide the wealth management services designed to get you where you want to go.

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Retirement Planning

Your customized money management plan is all about who you are, what your family needs and your future plans.

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Asset Allocation / Asset Location

A balanced portfolio is essential to financial security, and we help you create the right balance now and for the future.

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Social Security Strategies

Let us help you get the most from your social security benefits.

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Tax Planning / Strategy

We are here to make sure you are aware of important tax implications and to protect your wealth with thoughtful tax strategies.

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Estate Planning & Charitable Gifting

Our goal is to create a legacy that is uniquely yours that you can share with others through an estate or charitable giving.

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We are ready to help you today.