The Experience

Experience

The Experience

DISCOVER

The Art of what we do is all about you!
You have unique interests, passions and goals.  Our advisors at Ben Smith Life Compass Financial are committed to learning about you, and what is important to you.  Developing a clear understanding of your interests and passions enables us to create customized solutions to help you realize your financial goals.  This is the foundation on which our relationship will be laid.
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DIAGNOSE

The Science of what we do is all about you!
You’ve worked hard to earn and build your wealth.  The financial advisors at Ben Smith Life Compass Financial use specific diagnostic tools to analyze your needs, current financial situation, investment experience, risk tolerance, and time horizon.
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DESIGN

Our advisors blend the art and science of what we do to create a financial plan “custom made” for you!
Your situation is unique.  It is important that your plan be customized to fit your specific needs.  As an independent practice, the advisors at Ben Smith Life Compass Financial are under no pressure to sell you anything, freeing us to offer the highest level of service keeping your interests and passions in the foreground.  Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals.  It will be designed to account for change, both in the market and in your circumstances, so it can work with you at every stage of your life.
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DELIVER

What you want is efficient implementation!
With your plan in motion, our team will continually assess your progress and make needed adjustments.  The most important service we offer, and you should expect, is our disciplined regularly scheduled attention to you and your needs.  In more than twenty five years of professional practice the professionals at Ben Smith of Life Compass Financial feel that, the best investment that can be made in you, is time.  Delivered  with great pride, confidence and expertise.
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