Carl Smith

Carl Smith

President, Financial Planner

Phone: (803)649-6645
Fax: (803)641-9629
E-mail:


Carl Smith is well known as a local expert in managing risk for Investors 50 years of age and older.  He specializes in tax management as well as protection of income while still trying to grow investments within the clients risk tolerance.  To summarize, people who consult with Carl find that they are usually able to lower their tax bills while possibly eliminating taxes on their social security, increase their fixed monthly income, and obtain better protection for their financial future.  Carl is involved with many civic organizations and helps raise donations for local charitable organizations.