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Estate Planning Strategies

Estate Planning Strategies

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from an experienced advisor can go a long way toward helping make sure your financial independence is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors with the goal of  ensuring your financial plan reflects your estate planning needs. Whether you use a trust or another method for pursuing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws.

R.B. Smith Co Inc. and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

Knowledge Powered by LPL Financial

 R.B. Smith is powered by LPL Financial, the nation’s largest independent broker/dealer.*


LPL Financial provides a comprehensive array of tools and resources to financial advisors, enabling them to provide highly-personalized financial guidance to their clients. The firm has no proprietary products.


*As reported by Financial Planning magazine, June 1996–2024, based on total revenue.

Striving to Ensure Your Interests Come First

 The financial professionals at R.B. Smith always put your interests first.


Talk to us about the importance of long-term planning with a focus on capital preservation.


Discover the value of experience, personal service, and customized advice.


We’ll do our absolute best to serve you.

Professional, Experienced Advice

Through our relationship with LPL Financial, R.B. Smith has no obligations to investment product manufacturers and no cross-sell quotas or directives that may lead to conflicts of interest. Our sole focus is serving your needs.


We provide customized financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education, and professional training to help you pursue your personal financial goals.

Contact Us Today To Begin Your Financial Planning Relationship.

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