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James W. Smith, CFP®

Trusted Financial Advisory Service LLC

8300 Greensboro Dr
Ste 800
Mc Lean, VA 22102
Phone: (540) 433-0344
Fax: (540) 433-0366

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Long-term Care

 

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