Tim Smith Cfp® Email & Phone Number

I am a founding partner of Granite Harbor Advisors. My primary area of expertise is business planning, estate planning and charitable planning solutions. I enjoying taking the time to understand each client’s complete financial picture in order to develop solutions that will protect their assets and preserve their legacy for the next generations. I bring a personalized and comprehensive perspective for business owners and companies and have designed group benefit programs for small to medium size companies. Over the years, I have owned and operated several small businesses. My personal understanding and business background allow me to recommend benefit options that are suitable for the business as well as the owner. I began my financial services career in 1996. I achieved the designation Certified Financial Planner® (CFP®) in 2001. Prior to my career in financial services, I worked in corporate finance/accounting for 10 years. I received my undergraduate degree from Governors State University in Park Forest, Illinois in 1989.I am very active in the community. I currently serve on the board of Ronald McDonald House Charities of Greater Houston. I was instrumental in the founding of Houston Christian Youth Association's soccer program. I served as the Executive Officer for 6 years. I enjoy spending time with my wife Denise and our extended family. I have been married to Denise over 30 years. We both enjoy the outdoors and traveling.Granite Harbor Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.

Listed skills include Retirement Planning, 401 Retirement Savings Plans, Estate Planning, Certified Financial Planner, and 3 others.

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  Governors State University