K D Smith & Associates

Financial Advising | Chicago, IL

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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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