to clients. We specialize in retirement income planning, 401K monitoring, risk management reviews, estate plan reviews, educational planning, and life change events

K D Smith & Associates, we specialize in providing comprehensive financial and tax specialized knowledge in health care exemptions, Uber driver tax preparation, property management exemptions, andother services, from retirement and education planning to risk management services. Additionally, we are an authorized

unique objectives. Our flexible management approach enables us to construct portfolios that fit the risk tolerance, growth expectations clients. We specialize in wealth-management of individual assets, endowments, foundations, pension funds, profit sharing plans, and more. Our