Clinton Smith

Clinton has taken the time over a number of years to fully understand our family situation, assets, interests, earnings and spending and changing attitude to risk. He focused on educating us about appropriate long term investment strategies for many years prior to my retirement, and then assisted us with appropriate strategies to transition into retirement and continues to oversee our finances post retirement. He has always been available to discuss changes we or he suggest. He encourages us to use and enjoy our assets. His financial reporting to us is always clear. We feel very comfortable working with Clinton and have no hesitation in recommending him to others.