Welcome to WealthSmith Financial Planning!

At WealthSmith Financial Planning we offer Investment, Financial Planning and Retirement Planning services to Individuals and Business Owners. We design and implement the appropriate financial plan for Small Business Owners and Individuals to meet their desired goals. We stay with you as a financial resource from the beginning of the process to the fulfillment of your goals. It is not uncommon for our relationship to last several decades, and even progress through to the next generation.

Some, but not all of the area's that we assist with are: Wealth accumulation and tax strategies during your working years; on-going financial planning and income distribution planning at the commencement of retirement; business secession/exit planning: estate planning and wealth transfer to the next generation; risk management to insure that the appropriate levels of protection are in place to protect you and your loved ones. Our practice utilizes many different financial and insurance solutions to meet the desired results. With an array of financial resources to choose from, we will use our experience and insight to analyze your situation and make recommendations to you based on a comprehensive spectrum of financial topics. We believe that our independent objectivity can mean a world of difference when planning your future.

Our reputation for trust and integrity is the foundation on which we build our relationships. Our reputation is measured by the financial independence achieved by our clients. With your financial integrity being our highest priority, let us help you to work towards your long-term goals. New England Retirement Advisors

7853772614

We are registered to offer securities in Maine and New Hampshire.
Cantella Disclosure:Securities offered through Cantella & Co. Inc., Member (800) 333-3502 (800) 333-3502 FINRA/SIPC.
GENERAL INVESTMENT DISCLOSURE Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
MUTUAL FUNDS:Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information please call (800) 333-3502 to request a Prospectus. Please read it carefully before you invest. Mutual Funds are sold by Prospectus only. Please carefully consider the fund's investment objective, risks, charges and expenses applicable to a continued investment in the fund before investing. For this and other information, call or write to for a free prospectus, or view one online. Read it carefully before you invest or send money. Please carefully consider the fund's investment objective, risks, charges and expenses applicable to a continued investment in the fund before investing. For this and other information, call or write to for a free prospectus, or view one online. Read it carefully before you invest or send money.
TAX: Cantella & Co., Inc. does not provide legal or tax advice. For legal or tax advice, please seek the services of a qualified professional.
IRS CIRCULAR 230 This material is not intended to provide legal, tax or investment advice, or to avoid penalties that may be imposed under U.S. Federal tax laws, nor is it intended as a complete discussion of the tax and legal issues surrounding retirement investing. You should contact your tax advisor to learn more about the rules that may affect individual situations.
MUNICIPAL BOND: Subject to availability and change in price. Subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum taxAs of (00/00/00) price (00.00): Coupon (00.00)%: maturity (00/00/00). Yield is the lesser of yield to maturity or yield to call. Interest income is not subject to federal income tax but may be subject to the alternative minimum tax or local taxes. Rated (xxx/xxx) by Moody’s / Standard & Poor’s. Subject to availability and change in price. Bond values will decline as interest rates rise. Subject to market and interest rate risk if sold prior to maturity.
OPINIONSThis was prepared for informational purposes only. It is not an official confirmation of terms. It is based on information generally available to the public from sources believed to be reliable but there is no guarantee that the facts cited in the foregoing material are accurate or complete. Changes to assumptions may have a material impact on returns. Past performance is not indicative of future results. The views and opinions expressed in an article or column are the author's own and not necessarily those of Cantella & Co., Inc.

262-477-7186