William T Smith, CFP®, ChFC®, CLU®, CASL®, RICP®

Financial Planner

Financial Services Executive

William T Smith, CFP®, ChFC®, CLU®, CASL®, RICP®
Financial Services Representative
Financial Planner 

Welcome! What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spread sheets and time tables. As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. I will work with you to help you determine what's important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide.

 

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Contact Information:

MassMutual Carolinas 

11215 N Community House Rd, Woodward Bldg, Ste 100
Charlotte, NC 28277
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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Calculators

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

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September 19, 2017 @ 10:59 AM

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck