Verified recordFinancial Services

William T Smith

Financial Planner, Financial Advisor at Massmutual Carolinas

Based in Charlotte, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Charlotte

Industry

Financial Services

Company size

145

Contact information

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w•••••••@carolinas.massmutual.com

Phone

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Background

About William T Smith

My goal is to assist families and business owners to build a working plan to secure their financial future and thereby become a lifetime resource for each and every client. I am licensed to offer. • Comprehensive Financial Analysis • Wealth Accumulation Strategies • Distribution Strategies • Traditional & Roth IRA's • IRA Consolidation/Rollovers • Annuities • Retirement Needs Analysis • Business Services -Retirement Plans - Pension Plans -401(k) Plans -SEP Plans -Buy/Sell Funding • Deferred Compensation Plans • Protection Plans -Term Life Insurance -Universal Life Insurance -Whole Life Insurance -Income Protection Plans • Estate Services -Estate Analysis & Conservation Strategies -Grandchild Education Funding -Survivor Life Insurance Licenses:

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