Financial and Estate Planning

The professionals at HRSC can assist you in evaluating your financial life:

  • How do I plan for my children’s  education?
  • What is the best way to get out and stay out of debt?
  • How much do I need to comfortably retire?
  • How much must my investments earn in reach my retirement goals?

Our expertise can help answer these important questions.

Herbert R. Smith & Company, along with your attorney, can help you develop a plan for the efficient and effective transfer of assets at your death.  Our goal is to help you reduce or eliminate  potential estate taxes and expenses so more of the assets are left to your designated beneficiaries.