Strategic Wealth Management, LLC - David W. Smith, CFP
Description
pulled from site's meta descriptionCFP in Bend, Certified Financial Planner, Chartered Financial Consultant, Financial Planner, Investments, Investment Advice, Comprehensive Financial Planning, Business Planning Advice and Consultation, Investment Advisory Services for Individuals, Business, Retirement Plans, Trusts and Retirees. Investments, Investment Services, Institutional Investment Management, Asset Management, Wealth Management Services,Financial Advice, Bend, Oregon, Financial Advice, Financial Success, Successful Retirement, Certified Financial Planner Professional, Retirement Plan Design, Investment Options, Pension Consultant, Retirement Income Planning, Retirement Distribution Planning and Design. Customized Investment Portfolio Design, Tax-Sensitive Investing, Loss Harvesting, Investment Tax Management, retirement planning assessment
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- AboutUs AutoGen
- Financial Planner
- Bend
- OR
- Financial Planning
- Certified Financial Planner
- CFP in Bend
- Retirement Income Planning
- Oregon
- Financial Advice
- Retirement
- Savings
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- Portfolio
- ETFs
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- Bonds
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- Accredited
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- institutional
- investors
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- financial strength
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- success
- clients
- achieve financial objectives
- Investment Advice
- Tax
- modeling
- projections
- Business
- Sucession Planning
- Sick Pay Plans
- Qualified Plan
- Design
- Retirement Plan investments
- CFP
- ChFC
- Certified
- Financial
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- Specialists
- Central Oregon
- Money
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- education