Smith J D in Tacoma, WA offers a comprehensive range of financial advisory services provided by Joey R Smith, a Certified Retirement Planning Counselor with qualifications including AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CEPA, CFA, and more. With a focus on asset management, estate planning, retirement planning, and wealth management, the team at Smith J D is dedicated to helping individuals navigate complex financial decisions.
Specializing in behavioral financial advising, philanthropy, annuities, senior living, divorce financial analysis, estate planning, and exit planning, Smith J D's expertise extends to a diverse range of financial needs. Clients can benefit from the team's in-depth knowledge and commitment to providing tailored solutions for individuals, retirees, small business owners, and high net worth clients.
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