K D Smith & Associates

Financial Advising | Chicago, IL

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No Cost Tax Planning by the Tax Alpha Team

We take your prior tax returns and development strategies for more efficient future tax year. Call today, This consultation is free! Drop off your paper work and will have the results in 24hrs.

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about this business

Retirement planning, education planning, risk management and so much more. I offer my clients a multifaceted approach to address their growing financial needs. After taking a close look at your financial and tax situation, I can help point you in the right direction with a plan. Planning and implementing an investment program is one of the most important steps you can take for your future. Please contact me to schedule a consultation.

 

As an H.D.Vest Adviser, I offer both tax and financial services. I understand how April 15 affects your tax objectives, and I can help lay a foundation for your future. Together, we can evaluate your current position and develop an investment strategy that is appropriate for your financial needs. Call me to help develop a strategy for the future.

additional information

Hours of Operation

  • monday 9:00am - 5:00pm
  • tuesday 9:00am - 5:00pm
  • wednesday 9:00am - 12:00pm
  • thursday 12:00pm - 6:00pm
  • friday 12:00pm - 6:00pm
  • saturday 2:00pm - 6:00pm

Services

  • Business Planning
  • Education Planning
  • Family Risk Management
  • Financial Services
  • Health Care / Afordable Care Act Agent
  • Investment Management
  • Legacy Planning
  • Professional Money Management
  • Retirement Planning
  • Taxes

Specials

  • Credit Repair Through Credit Restoration Association
  • Insurance Policy Reviews
  • Legal Plan Provider Through Legal Shield
  • Quickbooks Certified

Payment Types

  • American Express
  • Check
  • Discover
  • Mastercard
  • Visa

testimonials

  • Securities

    • Exams: 66, 7
    • States: IL

     

    Advisory

    • License: Investment Adviser Representative
    • States: IL

     

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K D Smith & Associates location & information

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1400 Et 47th St, Suite E
Chicago, IL 60653
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