Capital Asset Strategies LLC

Smith-Kastner Wealth Management, located in Opelika, AL, is a comprehensive financial planning firm that specializes in personal and business planning. With a team of experienced professionals, they offer a range of services including insurance planning, retirement planning, asset management, and estate planning. Their goal is to help clients preserve and protect their wealth, while also providing strategies to reduce taxes and ensure a smooth transition of assets to future generations. Smith-Kastner Wealth Management takes a holistic approach to financial planning, recognizing that good financial management is not just about accumulating wealth, but also about leaving a meaningful legacy. They strive to help clients transform their life's work from success to true significance, passing on values, responsibility, and work stewardship ethics to their loved ones. With a focus on personalized solutions and attention to detail, Smith-Kastner Wealth Management is dedicated to helping clients achieve their financial goals and create a lasting impact.Generated from the website

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Opelika, AL area, Richard F Hoerlein will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.