Bill D. Smith has over 40 years of training and experience in financial planning, life and health insurance and retirement and investment counseling. Mr. Smith is a Registered Investment Advisor Representative through Apex Advisory Group, Inc., a Registered Investment Advisory firm, started by Mr. Smith over 30 years ago.
He counts, among his clients, affluent individuals and families, business owners and executives, professionals and retirees, as well as CEOs, CFOs, human resource directors and benefit specialists who look to him for guidance in the areas of qualified retirement plans, retirement counseling, asset protection, estate preservation and long-term care protection. A member of the International Association of Financial Planners, Bill conducts educational workshops on retirement planning throughout the Inland Northwest.
Over the past several years, he has shared his knowledge about financial matters and retirement planning with Attorneys and Certified Public Accountants through continuing education workshops sponsored by the National Business Institute, and the National Association of Retired Federal Employees.