Karl Smith

Steve E.

Karl Smith has been handing my finances now for about 7 yrs now. One of the first things he said to me was "even if we don't do any business together, I at least want to be able to teach you, so you can at bare minimum know what to [...]

Steve E.2022-01-11T00:41:41-05:00

Chipo & Patrick

Karl is detail oriented and patiently helped us identify and understand our saving priorities. He established a plan in pursuit of our ideal retirement needs. He regularly checks in with us to share status and progress, make recommendations or just see if we have any questions. Karl has has afforded [...]

Chipo & Patrick2022-01-08T19:13:50-05:00

Lance McIntosh CPA,CA

I first met Karl almost 20 years ago when I was facing a seemingly intractable financial problem that involved obtaining a mortgage. Karl accepted the challenge and successfully guided me through the process and the bureaucracy surrounding my particular set of circumstances which, at the time, rendered a conventional approach [...]

Lance McIntosh CPA,CA2022-01-08T19:12:33-05:00

Regina Coke & Sean Auterson

Karl has been instrumental in handling our finances over the past five years. His exemplary financial advice and management of our portfolio has made it possible to have our funds work for us. Karl is always available to answer any questions that we may have. He is very easy to [...]

Regina Coke & Sean Auterson2021-12-19T22:31:39-05:00
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