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Home > Financial Planner Directory > Arizona > Surprise > Max W. Smith, CFP®, CIMA®
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Max W. Smith, CFP®, CIMA®

Hillspring Financial

12213 W Bell Rd
Suite 209
Surprise, AZ 85378-9689
Phone: (623) 583-6141
Fax: (623) 583-6152

Toll-free: (800) 264-0893

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Arbitration & Mediation
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Banking
  • Asset Allocation
  • Cross-border Planning
  • Bankruptcy
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Corporate Finance
  • Government & Military
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Irregular Income
  • Minority Financing
  • Startup
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.