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Benjamin Smith

2350 32nd St SE Ste 100





Financial Strategist

About Me
Workshops Offered

Allocation & Modern Portfolio Theory
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
First Time Home Buyers
Financial Blunders
Social Security Explained
I.D. Theft
Investing Basics for Women
Investment Concerns in a Fragile Market
Issues of Aging Parents
Maximizing the Right Mortgage Strategies in Todays Market
Refining your Mortgage 101
Strategies for a Sustainable Income in Retirement
Tax Planning
The U.S. Housing Crisis
Understanding 401k Rollovers
Women Approaching Retirement and Beyond
You and Your Credit Score
Financial Behavior

Ben is a finance specialist and licensed insurance professional. He & his team have over 26 years of combined experience in the industry and are highly achieved in business and finance. Ben is passionate about educating the community. He works with clients to potentially preserve assets, increase income and reduce income taxes through multiple avenues.

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