William is a leading expert in Financial Planning, specializing in retirement goals. He has been in the Mortgage Lending industry and debt consolidation since 1996. After the market crashed William redirected his focus to Mortgage Protection and Retirement Planning. In 2012 William became a Safe Money Millionaire Advisor.
He is credited with a proven record of growing retirement money safely and tax deferred. William helps teach his clients how to create a map for retirement goals, never lose principal in their retirement accounts, and get a 10% return on investments.
By using the principles of the Safe Money Millionaire, William helps his clients avoid the ups and downs of the stock market. He also advises Small Business owners how to increase profits, productivity, and give employee’s a raise without adding a dime in payroll expenses, or overhead.
William has a love for sharing his knowledge with others. He resides with in Wax haw NC, with his wife. William Smith has helped many clients avoid IRA distribution mistakes and how to eliminate, or reduces taxes on their Social Security Income . William Smith has had a mentor who is a recognized expert in this field and has written a book called The Top 10 IRA mistakes and How to Avoid the IRS Tax Trap . William Smith has assisted many clients in helping them to grow, protect, and save money for their Retirement along with assisting them with being able to leave a Legacy to their children and grand children. William helps small business owners to protect the value of their business by reducing taxes while funding their own retirement at the same time.