We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Ronald G. Smith, CLU, ChFC
Ron is a Chartered Financial Consultant (ChFC) and an Investment Advisor representative with NEXT Financial Group Inc. Ron specializes in estate, retirement and investment planning.
Licensed Sales Assistant
Kelly received her Bachelor's degree in Marketing from Longwood University in 2008. She was a Personal Banker with Wells Fargo before beginning her career at Capital Management Advisory, Inc. in March 2012. Kelly uses her experience...