Access Your Portfolio

In my retirement I go for a short swim at least once or twice every day. It's either that or buy a new golf ball.



~Gene Perret

Welcome to our new website!

This is a two page website for now, but I will be updating it with more content soon.

Serving my clients and helping them plan for the future and invest their money consistent with their objectives and risk tolerance are my primary goals.

I believe everyone should plan for a more secure tomorrow.  I have the experience and expertise to help you!  I am committed to helping you pursue your long-term financial goals.

Serving, Planning, and Investing in Moore County (Pinehurst, Southern Pines, Seven Lakes), and in many states across the nation. 

I offer a full range of financial services, including:

     • Financial Planning
     • Retirement Planning
     • Tax Planning
     • Charitable Giving
     • Risk Management
     • Cash Management
     • Estate Conservation

Give me a call.

Thanks,

Brady M. Smith
CERTIFIED FINANCIAL PLANNER™

Tax-Deferred Retirement Planners

780 NW Broad Street, Suite 500
Southern Pines, NC 28387

Phone: 910-246-1400

Toll-Free: 800-274-4515

Fax: 910-246-1407

Privacy Notice

 

Securities, Investments Advisory Services & Financial Planning offered through H. Beck, Inc. Member FINRA, SIPC.
H. Beck, Inc. and Tax-Deferred Retirement Planners are unaffiliated.

Brady M. Smith is registered to conduct securities business in the states listed below.  This website is not an offer or solicitation in any other state.

*Indicates states in which Brady is also insurance licensed.
NC*, AK*, AZ*, CA, CT, IL*, NJ, PA*, SC*, TN, TX, UT*.
Brady is also registered as an Investment Advisor Representative in North Carolina.