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David M. Smith, CFP®

Lifetime Planning, Inc.

1200 Paseo Camarillo
Ste 190
Camarillo, CA 93010-6085
Phone: (805) 987-8938
Fax: (805) 484-3510

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care
  • Nontraditional Households

 

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.