Bissell J Smith
CFP, CSA, CDFA, ATP, MBA
Provide Financial/Estate Planning and Senior Care Planning services for those focused on Retirement, Estate, and Elderly Care preparation. Having decades of experience and having cared for my own Parents and In-Laws, and managing many Trusts...I bring a perspective of real-life experience to this planning.
It is often said that it takes a village to raise a child, but it can take a small town to support an aging adult. Those people and services that support you align with health care, home care, personal care, food, fitness, transportation, finances, and communications. I have experience dealing a segment of each of these as a care giver, and service provider. You go from services of convenience to more day-to-day help that's a necessity. Retirement planning doesn't give you the experience to integrating these plans into longevity planning.
Retired Aerospace Executive (35yrs), Start-up Aircraft Executive (CFO, CIO, COO), and performing Financial / Estate Planning / Trust Mgmt services for over 30yrs as a payback to friends, families, and Co-workers. Have experienced Estate Planning for many people as well as my own Parents, In-Laws, and end of life care and planning. Prepared planning services for hundreds of people (on the side) for 30yrs. Successfully planning my own retirement, estate planning, and elder care planning. I can bring you a fresh perspective of true experience in helping many people with hundreds of different experiences.
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