I am passionate about serving my clients in a way that seeks to first understand why they are meeting with me and what their concerns are. Only then can we collaborate on a financial plan that addresses their worries and helps articulate what their wealth is for. When help is needed for insurance, tax expertise, or estate planning, I recommend trusted professionals or work with any existing relationships to be sure all aspects of a financial plan are addressed. As often as possible, I attend meetings with attorneys or CPAs to be sure nothing falls through the cracks. A financial plan is dynamic and ever-changing, making collaborating amongst professionals vitally important.I have been a Financial Advisor since 2005 and earned a Master’s of Science in Financial Planning from Bentley University. Soon thereafter I became a CFP® professional and received my Retirement Income Certified Professional® designation in 2015.https://calendly.com/ryantsmith/inquirycall