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About R.D. Smothers Wealth Management

Helping Clients Save Money, Plan Well, and Live Happy in the Retirement they have always wanted! A comfortable retirement is something everyone wants, yet they spend very little time planning for. With today’s life expectancy increasing, the number of years one can expect to be “retired” is increasing as well. People are needing someone who can help them understand how to manage social security benefits, avoid potential pitfalls and identify their retirement income needs as well as products to help meet those needs. That's where we come in.. We feel that each client has the right to be served by the advisor who can offer them all financial vehicles . R.D. SMOTHERS WEALTH MANAGEMENT is an independent firm where we employ a team approach to managing your wealth. Dale Smothers, the founder and financial advisor of R.D. SMOTHERS WEALTH MANAGEMENT, works along side his team of on site support staff to provide retirement planning and private wealth management for those in or near retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM. AEWM and R.D. Smothers Wealth Management are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. What makes us unique to the planning world is our 5 Step Process. We provide each of our clients with a customized, written financial plan that addresses the five most critical areas of risk in retirement. To accomplish this, plans consist of the following 5 steps: Income Plan Investment Plan Tax Optimization Plan Health Care Plan Legacy / Estate Plan

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