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Choose a date on the calendar to the right and available times will appear.
Meet our team below.
Meet Our Team
We’re glad you’ve decided to schedule a call with one of our team members. Our Team of advisors is trained to create uniquely designed plans for our clients using the Get MORE Retirement® process. For consumers who want to MAXIMIZE their lifetime retirement benefits, we utilize the powerful benefit of TAX Planning to create our TAX FREDOM™ solutions.
Bruce J. Smith III
Founder/Author/Instructor
Bruce J. Smith III is a 2020 Member of Forbes® Finance Council, An Ed Slott Master Elite Advisor, educator, Wealth Strategist, media personality, and now an Amazon #1 Bestselling Author with his book, Create Wealth, Retain Wealth™-Simple Steps Used By The Wealthy To Help MAXIMIZE Their Lifetime Retirement Benefits.
Monica Smith
Director of Corporate Communications
Bruce J. Smith IV
Vice President
Chris Heaster, CFP®
Director of Portfolio Design
Tony Brong RICP®, WMCP®
Senior Managing Director
Cinnamon Colony-Chatman
Investment Advisor Representative
Nathan Chatman
Investment Advisor Representative
Ready to Take the Next Step?
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