Welcome to Don C. Smith
Welcome and thank you for visiting our website. Our mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs. We want to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.
We hope you find this site informative and useful. Please take advantage of the many features our site offers. Feel free to contact us if you would like more information about a particular product or service. We look forward to hearing from you.
Wealth Management
We offer a wide variety of wealth management planning services through PlanMember Securities to help you work toward achieving your financial goals.
- Saving for retirement
- Deciding how to invest
- Helping you develop strategies to manage your debt
- Determining proper insurance coverage
- Offering custom-designed programs to try to achieve your special goals - buying a home or condo, retiring early, financing your child’s education and more
Retirement Planning
A large percentage of our clients are primarily individuals approaching retirement, at retirement or currently retired. Through the initial fact finding meeting and ongoing portfolio reviews we assist our clients to help them navigate the often overwhelming process of retiring. Our goal for our clients is to facilitate a smooth and stress free retirement process.
Business Planning
Whether it be a small business, a large business or somewhere in between, we are available and prepared to help get the answers to even the toughest business issues. We ready to assist business owners whether it be Employee Retirement Plans, Insurance or Tax Planning issues or questions. We maintain our relationships with well respected experts in such fields as law, taxation and accounting. Our goal for our clients is to identify the needs, questions and issues of business owners and answer them efficiently and correctly the first time
College Funding
This area of investing is one that has grown rapidly over the years as the college prices continue to rise. The younger your child is, the longer you have to prepare for their college education. Through the many college savings plans available, we are prepared to pick through the fine details and choose one that will offer each individual client the most for their investment. Offering your child the gift of college is something they will never forget!
Insurance Planning
Let us help you meet your insurance needs.
- Long-term care planning
- Life insurance
- Disability insurance
- Individual Dental and Vision coverage
- Temporary health coverage
Don C. Smith is registered with and offers only securities and advisory services through
PlanMember Securities Corporation
(a registered broker/dealer, investment advisor and member FINRA/SIPC), 6187 Carpinteria Ave, Carpinteria, CA. 93013,(800) 874-6910.
Don C. Smith and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for
ancillary products or services offered by Don C. Smith.