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Please contact the business for updated hours/services due to the COVID-19 advisory.

Retirement Solution and Strategies for life

General Info
My business is helping people save, grow and protect their money. In fact, I've been doing it for more than 20 years, and I've helped more than a thousand people right here in (NC,SC, VA, & AL)
Hours
Regular Hours
Mon - Sun:
Extra Phones

MobilePhone: (704) 907-9258

Fax: (704) 307-2655

Services/Products
  • Income Planning and Insurance and offer many report like Stretch report ,IRA conversion report
  • Rollover of 401 k, 403 b, and IRA to Roth Conversions
  • IRA and Distribution Income planning and the new type of life insurance with Living benefits
Brands
Represent many insurance companies so I pick the best company so the client reach their goals and objectives
Payment method
no credit cards
Accreditation

IRA Keys to the IRA Kingdom by David Royer IRA Expert course

AKA

William Smith

Categories
Insurance Consultants & Analysts, Insurance

Reviews

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BM
Brenda M.

08/28/2018

Overall
Expertise
Professionalism

Just a few words to call attention to the insight and wisdom William Smith has demonstrated in assisting my husband and me in making investment decisions that have already begun paying off. His depth of knowledge is incredible! What’s more, he makes that tremendous knowledge and information easy for laymen like us to understand. He wants only what is best for his clients and that is most reassuring to us. ‘Nuf said!'

Debbie B.

05/23/2018

Overall
Expertise
Professionalism

I am so glad to have William Smith. He has helped me so much with my retirement. William moved my money from were I had and made me money. I have learned so much from William in all areas when it comes to money. I trust him in all decision with my investments. William also helped my husband with his money investment. I recommend William Smith with Financial Strategies Consulting to anyone.
Thank you William!!
Debbie and Mark B.

JE
Joan E.
Edited: 05/10/2018
Overall
Expertise
Professionalism

As time came close to the date my husband decided to retire, I met William Smith. William is very knowledgeable, friendly, and a good teacher. He explained every program in simple terms so that my husband understood the funds needed and how much money he would make, too. William Smith showed him Annuities and plans to invest his pension funds so that he didn't lose money and even provided a way to get help in the event he was unable to do 2 of the skills necessary for daily living. These plans help him make money on his investments and also provide income to pay his bills the rest of his life and even have some for his beneficiaries. If it's about money, William Smith with Financial Strategies Consulting is the man you should contact.
Sincerely, Joan Edwards

FL
Frank L.

03/29/2018

Overall
Expertise
Professionalism

Mr. Smith has advised us with so many of our financial management questions. It is amazing how much knowledge he has and is willing to share.
He goes above and beyond. We feel very comfortable with his guidance and would not hesitate to recommend him.

JP
John P.

12/31/2017

Overall
Expertise
Professionalism

William Smith has been my financial advisor for the past 7 years. I can honestly say he is THE BEST! He is very professional and friendly. William continues to keep me updated on my accounts and takes care of anything I may need related to my financial investments. I have never been disappointed in him. William is very knowledgeable and advises me on the best companies to invest with. I am very happy with his service. I have never lost money due to his advice. My invested money continues to grow every year. I am so glad we chose him for our financial advisor.

JM
Joseph M.

11/22/2017

Overall
Expertise
Professionalism

William Smith is by far the most knowledgeable person who has helped my wife and I with all financial needs! We had lost money big time in 2008! We needed someone whom could help us with our 401K. William also helped us set up a life insurance policy to fit our needs! William Smith is by far the best and I will have no other agent!

SB
Sandra B.

10/31/2017

Overall
Expertise
Professionalism

My name is Sandra Black. I have been working with William Smith for some time now. He helped me get a Life Insurance Policy that is more beneficial to my needs. He also put me in touch with an agent that helped me get a Health Insurance Policy at a lower premium that matched the Policy I had. He has given me a lot of educational materials that shows me how to take advantage of different ways for saving money for my future. He has a lot of information to help you in making better decisions in your life for your future.

TM
Terry M.
Edited: 08/25/2017
Overall
Expertise
Professionalism

This was the best experience I've ever had with a financial counselor he took time to sit down and explain every detail about my policy my 401k he was excellent I never knew a lot of things he he showed and told me until that day and when I call him he always answered his phone a person not a machine mr. William Smith thank you so much for taking the time out with me on my journey all these years some of the things you told me and showed me I never knew thanks.

JK
Judy K.

06/15/2017

Overall
Expertise
Professionalism

William has bee in the financial consulting business for many years and helped countless people understand and reap the benefits of his knowledge of wealth management, and tax dos and don'ts to save you money. He is experienced in life and annuity markets to get his clients the best possible rates and policies. Give him a call today!