Financial Planning

The hallmark of successful financial planning is the development of a road map that reflects a reasonable path for you to reach your personal financial goals. It starts with questions: Where do you want to go financially? What will it look like when you get there? But it doesn’t end there. A successful financial plan is visited and revisited many times during your lifetime and involves a qualified financial advisor.

Smith & Howard’s financial planning professionals bring unique — and very important — qualities and experience to work for you. We will guide and help you implement the strategies in your plan, with a dynamic and proactive approach and a commitment to be with you through the process to address your changing needs and help you stay on track.

Among the key issues that Smith & Howard financial planners review are retirement plans and lifestyle, investments, estate planning, tax-related matters, risks and insurance. Our clients benefit from the fact that our financial planning professionals are all CPAs with extensive tax backgrounds — a valuable combination of expertise and talent that allows us to work with you to develop a plan that helps you achieve your goals while minimizing your tax burden.

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Scott Whalen

Senior Manager