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Home > Financial Planner Directory > Oregon > Bend > David W. Smith, CFP®, ChFC

David W. Smith, CFP®, ChFC

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Strategic Wealth Management, LLC

19800 Village Office Ct

Suite 104

Bend, OR 97702

Phone: (541) 385-6263

Fax: (541) 323-3640

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Business Taxes
Disaster Recovery
Corporate Finance
Estate Planning
Investment Management
Employee Benefits
Getting Divorced
Irregular Income
Mutual Funds
Getting Married
Real Estate
Job Loss
Insurance
Life Planning
Startup
Retirement
Stocks & Bonds
Succession Planning
Long-term Care
Starting a Family
Sudden Wealth
Men's Finances
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: Modest Fees for Financial Planning Services, Asset Mgmt Fees for Investment Services provided, if products are purchase, commissions or fees may be earned.

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