Chad M. Smith CFP®
Chad is a Certified Financial Planner™, an independent Advisor Representative and managing partner of Retirement Planning Specialists, Inc., a comprehensive financial planning firm, serving the specialized needs of retirees and pre-retirees. Chad partnered with TD Ameritrade Institutional to provide the best in clearing and custody services. His main focus is you, our client. With an attention to detail and a willingness to provide assistance, Chad reviews all areas of your financial plan. Chad has over 25 years of experience in the financial services industry. He continues to educate himself in an effort to help serve you better. Please feel free to contact Chad with any of your account needs.