J. Michael Smith, CLTC
7101 Wisconsin Avenue Suite 1200
Bethesda, MD 20814
(301) 907-9030 ext.1317
Contact J. Michael
J. Michael has extensive experience in small business start ups as well as large company contract negotiations. He has transitioned his experiences into helping individuals as well as businesses and families to protect today’s wealth or planning for future wealth.
First Financial Group has given J. Michael the tools to create a “holistic” look at your life and make sure you have the best plan possible for retirement.
Areas of Focus:
- Review of your Property and Casualty program, including the proper amount of Umbrella.1
- Wills and Trusts 3
- Mortgage Review 2
- Proper Business Structure for Maximum Savings (personal and corporate)
- Disability Income Insurance Review and Recommendations
- Life Insurance Review and Recommendations
- Qualified Accounts Review
- Annuities (and how they may help your retirement strategy)
- Long Term Care
- Retirement Distribution
- Captive Insurance 3
- Business Investments (review and planning)
Financial Balance from the Living Balance Sheet
See how The Living Balance Sheet® can help you tell financial fact from fiction,
so you can achieve financial balance and accomplish your goals.