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Thomas E. Smith, Jr., CFP®, ChFC, CLU

Smith & Associates - Ameriprise Financial

26200 Town Center Dr
Ste 250
Novi, MI 48375-1244
Phone: (248) 349-4540

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Income and Asset Minimums are at $0 due to our ability to provide fee only services for clients choosing that level of engagement.

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