Rich Smith

Background

About Rich Smith

Experienced and dedicated financial professional that blends integrity, hard work and personal service to help match each client’s wealth management plan to their dreams and goals throughout changing personal and market conditions. My experiences as both a corporate executive and a small business owner provide me with useful insights into the formidable daily challenges of each and allows me to offer clients an objective viewpoint as we craft strategic financial plans together. Specialties: Financial Planning, Investment Management, Retirement Income Planning, Retirement Analysis, Social Security Analysis, Pension Analysis, 401k Consulting, Cash Balance Consulting, Risk Management, Estate Planning, Education Funding, Business Planning Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. McKeever & Associates, Inc. is not a registered broker-dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For important disclosure information, please see "Social Media Disclosure"​ link in the "Contact Info" section.