Anyone who is about to retire from their employment is already retired or wants to leave a tax-free legacy to their children or grandchildren Additionally, anyone deciding when to start receiving social security benefits, trying to avoid living above their means, protecting their retirement savings from the need for long-term care, or seeking to eliminate debt without altering their way of life. Additionally, we are now providing company loan solutions that meet your needs and objectives as well as performing business accounting work.
William Smith is a trained expert in assisting people in descending the mountain through all three phases of retirement (go-Go, Slow-Go, & No-Go).
With over 30 years of experience in the industry, extensive training from well-known industry experts, and daily extensive research he is able to support this customer and help them to avoid distribution errors and minimize taxes during this time.
He is featured on several books and has many customers throughout North and South Carolina as well as other regions of the country. He works with several hundred companies enabling him to put his customers' needs first.
