THE COMPLETE FINANCIAL PLANNING SYSTEM

A DETAILED ANALYSIS OF YOUR FINANCIAL SITUATION

Examination of your Net Worth, Cash Flow, Current Investments, Income Tax, Insurance, and Estate Plan to determine your "Fiscal Fitness."

A CLEAR DEFINITION OF YOUR GOALS

Examination of Your Long Term (retirement, college) and Short Term Goals (purchasing a house).

A PERSONALIZED STRATEGY TO HELP YOU REACH YOUR GOALS

A plan that will be uniquely yours, geared toward helping to meet your financial needs, now and later.

PERIODIC REVIEWS

A periodic review of your financial situation to be sure that you are "on-track" to reaching your goals, even when they change. Marriage, birth of a child, retirement, aging parent, new jobs - all of these situations might warrant a change in your financial plan.

Leon F. Smith has been providing financial planning services to individuals and business since 1985. He was employed by a public accounting firm for six years before establishing his financial planning business.

He is a Certified Public Accountant (1982) and a Certified Financial Planner (1987). He is also a registered investment advisor and a licensed insurance agent.

Mr. Smith's professional affiliations include the International Board of Certified Financial Planners and National Association of Security Dealers.

Mr. Leon Smith, CPA, CFP, through his extensive training and affiliations is ready to provide you or your company with the expert financial services that are paramount in today's ever-changing financial environment.