Mark G. Smith, Cpa, Cfp®, Chfc®

Mark G. Smith, Cpa, Cfp®, Chfc® Email and Phone Number

Increasing Your Probability of Financial Success with Planning & Tax-Managed Investing @
Mark G. Smith, Cpa, Cfp®, Chfc®'s Location
Glen Allen, Virginia, United States, United States
Mark G. Smith, Cpa, Cfp®, Chfc®'s Contact Details

Mark G. Smith, Cpa, Cfp®, Chfc® work email

Mark G. Smith, Cpa, Cfp®, Chfc® personal email

n/a

Mark G. Smith, Cpa, Cfp®, Chfc® phone numbers

About Mark G. Smith, Cpa, Cfp®, Chfc®

P: 804-368-0854 | C: 804-514-5046 | E: mark@vwplanning.com I have 25+ years experience helping clients progress toward their financial goals by combining sophisticated financial planning with expert investment management solutions that are always tied together to ensure the highest probability of successful financial outcomes.Specialties: 1. Organize client's financial life with coordinated on-line tools... the most important step in gaining & maintaining control and making good decisions.2. Interactively with client, provide realistic planning projections and recommendations around client goals.3. Utilize tax location across taxable and non-taxable accounts to minimize taxes.4. Coordinate cash flow requirements between client portfolios.5. Review estate planning strategies.6. Explore charitable giving strategies.7. Review and recommend asset protection tools (e.g. life insurance, LTC insurance).8. Interact with the client’s tax and legal advisors to synchronize advice.

Mark G. Smith, Cpa, Cfp®, Chfc®'s Current Company Details
Vision Wealth Planning, LLC

Vision Wealth Planning, Llc

Increasing Your Probability of Financial Success with Planning & Tax-Managed Investing
Mark G. Smith, Cpa, Cfp®, Chfc® Work Experience Details
  • Vision Wealth Planning, Llc
    Independent Financial Advisor
    Vision Wealth Planning, Llc Oct 2012 - Present
    Richmond, Virginia Area
    Vision Wealth Planning, LLC exists to meet the wealth management goals of individuals and families. To accomplish this objective, we combine sophisticated financial planning with expert investment management solutions that are always tied together to ensure the highest probability of successful financial outcomes.
  • Capgroup Advisors, Llc
    Managing Principal
    Capgroup Advisors, Llc 2000 - Oct 2012
    Richmond, Virginia Area
    Worked with select high net worth individuals and families in providing comprehensive wealth management services. Served on firm's Executive Committee as the Managing Principal of the Private Client Practice.
    View
  • Bcg Companies
    Director Of Technical Services
    Bcg Companies 1996 - 2000
    Richmond, Virginia Area
    Worked with high net worth individuals to design sophisticated estate plans using life insurance. Also worked with corporate clients on the design of executive benefit plans funded with life insurance.
  • Life Of Virgina/Ge Capital
    Advanced Planning Consultant
    Life Of Virgina/Ge Capital Sep 1993 - Apr 1996
    Richmond, Virginia Area
    Supported four distribution channels with advanced planning techniques and general tax planning. Included phone consultations, seminar presentations and periodic bulletins.

Mark G. Smith, Cpa, Cfp®, Chfc® Skills

Strategic Financial Planning Portfolio Management Estate Planning Personal Tax Planning Goal Analysis Risk Management Asset Management Wealth Management Services High Net Worth Individuals Financial Planners Finance Investment Management Financial Risk Profiling

Mark G. Smith, Cpa, Cfp®, Chfc® Education Details

Frequently Asked Questions about Mark G. Smith, Cpa, Cfp®, Chfc®

What company does Mark G. Smith, Cpa, Cfp®, Chfc® work for?

Mark G. Smith, Cpa, Cfp®, Chfc® works for Vision Wealth Planning, Llc

What is Mark G. Smith, Cpa, Cfp®, Chfc®'s role at the current company?

Mark G. Smith, Cpa, Cfp®, Chfc®'s current role is Increasing Your Probability of Financial Success with Planning & Tax-Managed Investing.

What is Mark G. Smith, Cpa, Cfp®, Chfc®'s email address?

Mark G. Smith, Cpa, Cfp®, Chfc®'s email address is ms****@****oup.com

What is Mark G. Smith, Cpa, Cfp®, Chfc®'s direct phone number?

Mark G. Smith, Cpa, Cfp®, Chfc®'s direct phone number is +180464*****

What schools did Mark G. Smith, Cpa, Cfp®, Chfc® attend?

Mark G. Smith, Cpa, Cfp®, Chfc® attended Virginia Commonwealth University - School Of Business.

What are some of Mark G. Smith, Cpa, Cfp®, Chfc®'s interests?

Mark G. Smith, Cpa, Cfp®, Chfc® has interest in Gardening, Weight Training, Running (Not Enough Lately), Camping, Bible Study.

What skills is Mark G. Smith, Cpa, Cfp®, Chfc® known for?

Mark G. Smith, Cpa, Cfp®, Chfc® has skills like Strategic Financial Planning, Portfolio Management, Estate Planning, Personal Tax Planning, Goal Analysis, Risk Management, Asset Management, Wealth Management Services, High Net Worth Individuals, Financial Planners, Finance, Investment Management.

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