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Our Services

We serve individuals and businesses in many areas of investment planning, including:

R Retirement planning- Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to potentially retire comfortably. Managing assets before and during retirement.
E Estate planning - Reviewing your wills and trusts. Preserving your estate for your intended heirs. Help with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
T Tax management- Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
I Investments- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you work towards your goals.
R Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation.
E Education ...to take action!

R     Retirement Planning

E     Estate Planning

T     Tax Strategies

I      Investment Planning

R     Risk Management

E     Education ...to take action!

Securities offered through American Portfolios Financial Services, Inc. ., Member FINRA/SIPC.

12715 McManus Blvd Newport News, VA 23602

Smith & Atkinson is not a subsidiary of nor controlled by American Portfolios Financial Services, Inc.

William F. Smith, Jr., is a Registered Representative of and offers securities products & services through American Portfolios Financial Services, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Colorado, Connecticut, Florida, Georgia, Maryland, New Jersey, New Mexico, Nevada, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia. No offers may be made or accepted from any resident outside the specific states referenced.

William F. Smith Jr., is also separately registered as an investment adviser representative under Smith & Atkinson, a registered investment advisor, offering advisory services in the state of Virginia. As such, these services are strictly intended for individuals residing in Virginia.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.