Cory Smith
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet)
Financial life planning for business owners and the childfree community.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee — $10,000 one-time