As independent advisors, we are able to pick out the best product that suit your unique situation.
Kelly Smith Group
Kelly Smith, CFP, CPA., CGA., LLQP, RIBO
Founder and Principal Advisor
11 Tannery Creek Crescent
We understand your financial values, goals, and concerns and create a data driven, actionable plan that accomplishes your goals and addresses your concerns. We are financial professionals dedicated to helping you achieve financial goals and making life more enjoyable.