Kurt Smith, CFA, CFP®, CLU®, RICP®, CLTC®
Kurt Smith, CFA, CFP®, CLU®, RICP®, CLTC®

Kurt Smith, CFA, CFP®, CLU®, RICP®, CLTC®

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds in about 2 hours

Introduction: Life is nothing more than a series of transitions. Whether it is getting married or divorced, purchasing a home, starting or exiting a business, having children, sending them off to college, changing careers/jobs, retirement, death of a spouse and many more. Going through these transitions can be a daunting experience without a trusted advisor by your side. A great advisor can add significant value during these times by providing you with the confidence and peace of mind that you have considered all appropriate alternatives and you are selecting the best and most suitable option that fits your unique needs. At our firm, we are fiduciaries who put our clients first. We are committed to understanding your needs, helping you sort through a variety of options, providing recommendations and help you implement the solution that's right for you. We don't just stop there, because life continuously evolves, we provide ongoing monitoring and support and assist with future planning and execution.
Overview

Current Top Pro

Hired 6 times

Serves Milwaukee, WI

Background checked

License verified

4 employees

15 years in business

Payment methods

Check, PayPal

Social media

Facebook, Twitter

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Current Top Pro

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

9 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

12 reviews

5
100%
4
0%
3
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Read reviews that mention:


pro avatar
Maureen S.
Dec 6, 2021
·

Hired on Thumbtack

Hired on Thumbtack

I am so glad that I reached out to Kurt. He is a prompt and clear communicator and was incredibly helpful with my non-typical questions. He's very knowledgeable, easy to work with, and has his client's best interests in mind. I'd recommend Kurt to anyone looking for help with financial planning.
Personal Financial Planning
pro avatar
Lorna C.
Nov 1, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Impressive all ready. While we have yet to decide on the best plan or products to meet our financial goals, the professionalism and strict attention to details by Kurt have already provided one of our main criteria’s for an investment/financial planner! Kurt placed great emphasis on understanding our unique goals and dreams. It was obvious that there was a genuine passion for helping folks. It wasn’t just about the numbers.
Personal Financial Planning
pro avatar
Kim G.
Nov 4, 2021
Mr. Smith is very knowledgeable about the products and not only that he makes sure you will be financially prepared just in case something wish to happens.
pro avatar
Donna S.
Sep 23, 2021
Kurt is very knowledgeable and he hears what you have to say and genuinely cares about you and your future. Once I set up my account, I was expecting to not hear from him until I retired like my previous advisor. But not with Kurt…he follows up with you and continues to review your accounts with you. He asks questions about your job benefits snd makes suggestions on insurance too. As I said before, he really wants you to have a financially secure future.
pro avatar
Jerod B.
Sep 15, 2021
Kurt is a very respectable, knowledgeable, and personable financial advisor. He was extremely friendly and kind to my family and is very concerned with our future. I would recommend him to anyone.
Credentials
License

License Type: Investment Adviser Representative (WI)

License verified on 9/7/2021

Background Check

Kurt Smith

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    My team and I offer a complimentary initial phone consultation with all prospective clients. We are compensated in several ways for giving advice to clients: 1. By insurance companies through a commission for implementing insurance products that address defensive gaps in client's planning such as long-term care, disability and life insurance. 2. By broker dealers for implementing and managing investment accounts we provide advice on (IRAs, Roth IRAs, SEP IRAs, Non Tax Qualified Accounts, 529 Accounts, etc) 3. Fee-based financial planning engagement if we decide there is enough complexity where a fee-based plan is appropriate. Depending on the complexity a fee-based plan is typically $1000-$3000. NOTE: for most active clients that implement insurance and/or investments with us we DO NOT charge for a financial plan and offer the financial planning as a complimentary service but are happy to build a fee based plan together in a fiduciary capacity.

  • What is your typical process for working with a new customer?

    Our process is very customer centric, we construct tailored plans that are thoughtful and comprehensive. Each relationship begins with a conversation about you and your family. In this initial step, we seek to understand your goals, what and who matters to you the most. We also spend some time talking about your vision for the future. During this complimentary consultation we gather all the relevant data, establish objectives and assess time horizons and attitude towards risk. The next step involves our team taking the data and creating a personal plan that provides you with a roadmap to accomplish each goal in a cost and tax efficient manner. In this step of the process we develop asset allocation models, design investment portfolios and create risk mitigation strategies to address any gaps in the analysis. Phase 3 is the Implementation of these strategies and the next step in the process. Here we determine a timeline for meeting each financial goal and executing on the relevant strategies to accomplishing such goal. We also coordinate with estate planning attorneys, accountants and other professionals as necessary to get the goals completed in a timely manner. The last step in our process, is Review and Monitor. Based on the complexity of the relationship and the clients preference, we establish an appropriate review schedule, where we may recommend adjustments to the plan and investment portfolio as needed. Each plan is also supported by periodic risk review and rebalancing. We understand that life changes so we are available to have ad hoc meetings as life events occur. Our comprehensive planning is supported by reporting capabilities that helps to keep your entire financial life organized through a highly secure portal. This portal also supports and consolidate accounts even if they are not managed by our team.

  • What education and/or training do you have that relates to your work?

    Chartered Financial Analyst (CFA) CERTIFIED FINANCIAL PLANNER™ Professional (CFP) Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) Retirement Income Certified Professional (RICP) Certified in Long-Term Care (CLTC) Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities - WI and numerous other states FINRA Series 63, Series 7 Million Dollar Round Table (MDRT), Qualifying Member

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