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Eric A. Smith, CFP®

KMS Financial Services, Inc.

6009 34th Ave NW
Seattle, WA 98107-2619
Phone: (206) 782-1205

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Sudden Wealth
  • 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.