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Home About the Authors Planner Checklist Watch the Video Buy the Book-- |
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Randall N. Smith Managing Principal Smith, Frank & Partners, LLC |
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As managing principal, Randall Smith has spearheaded development of a breakthrough system for financial planning. By leveraging technology previously hidden from clients’ view, Smith helps his clients accurately visualize how today’s financial decisions will impact their future. Smith oversees operations of Smith, Frank & Partners, LLC, which offers businesses and individuals everything from financial planning and retirement planning, to investments and insurance. To introduce busy executives to the financial planning process, Smith writes a column for the CEO IQ micro newspaper and speaks to groups across the nation. |
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Gregory L. Reed Director of Planning Smith, Frank & Partners, LLC |
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After seeing the difficulty many clients had connecting their current actions to their financial futures, Gregory Reed co-developed with Randall Smith a breakthrough system for financial planning. Reed specializes in structuring financial plans for high networth individuals and business owners. Experienced in both financial planning and information technology, he acts as both financial planner and educator. Reed works with complex planning techniques and brings them to life for the client. |
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