D. Smith & Company

Douglas Smith has been in the securities business since 1984 and has worked with regional and local brokerages and banks. In 2002 Douglas became an independent broker and in 2004 started D. Smith & Company, LLC.

The company's focus is concentrated on investment and insurance related products to satisfy specific needs and provide for unexpected emergencies. Being independent we are able to shop for the benefit of the client.

Investment products include municipal bonds for wealth accumulation and tax free income; mutual funds for growth and wealth accumulation; annuities for tax deferred growth and retirement income; long term care for preservation of wealth and quality care; charitable remainder trusts for gifting while maintaining an income; and funding special needs trusts allowing government benefits while providing additional resources within government guidelines.

Getting ready to retire? Talk to us about an in-service rollover and still work and contribute to your company's plan until retirement. IRA, SEPs for small businesses owners.

Take the first step and call to ask questions and set up an appointment. We realize your time is important so we will come to you.

1-205-733-7056
1-888-966-8884 toll free
dbsmith5479@yahoo.com

Visit our websight: www.dsmithmunicipal.com