SmithSandlin Wealth Planning

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Raleigh, NC
SmithSandlin Wealth Planning

Our first priority is helping you take care of yourself and your family. Member FINRA (finra.org) / SIPC (sipc.org).

Securities and Advisory services offered through LPL Financial, a registered investment advisor. The financial professionals associated with Smith Sandlin Wealth Planning may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we ar

e registered to do business, please visit: https://sswp.lpl.com/

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

05/27/2026

The retirement bucket strategy is a helpful way to think about income, timing, and risk. https://sswp.lpl.com/blog/understanding-the-retirement-bucket-strategy

05/26/2026

Explore opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains.Read more: sswp.lpl.com/weekly-market-commentary

05/25/2026

In observance of Memorial Day, our office and the markets are closed today.

05/22/2026

For many Americans in their 50s, retirement is getting closer, but the safety net isn’t there. Roughly 30% have neither a retirement account nor a pension, raising important questions about readiness.

Federal Reserve data shows about 3 in 10 Americans in their 50s lack retirement savings—even when pensions are included.

05/20/2026

Strong financial outcomes start with understanding. Learn ten approachable ways to strengthen financial literacy and support better long‑term choices. https://sswp.lpl.com/blog/boost-your-financial-literacy-10-smart-tips-for-preserving-and-managing-we

05/18/2026

Middle East headlines have driven investor focus since late Feb. Uncertainty remains, but diplomacy has supported equities, while fixed income and commodities still reflect risks. Read more: sswp.lpl.com/weekly-market-commentary

05/15/2026

Thank you Lakshmi for the kind words, it truly means a lot!

05/13/2026

Giving is often most powerful when it’s guided by values and a clear plan. This blog highlights ways families can approach philanthropy with purpose and long‑term vision https://sswp.lpl.com/blog/from-assets-to-legacies-a-guide-to-thoughtful-and-impactful-giving

05/11/2026

Explore how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand. Read more: sswp.lpl.com/weekly-market-commentary

05/10/2026

Happy Mother's Day to all the incredible moms and caregivers! Grateful for the role you play in shaping families and futures.

05/08/2026

Gen Z is facing higher home prices, more debt, and a tougher job market than generations before them. Yet they’re saving, investing, and planning earlier than anyone expected. The challenges are real—but so is the resilience.

More so than previous generations, Gen Z is trying hard to do the right thing with their money. But are they able to discern the difference between good information and biased or predatory advice?

Address

3700 Glenwood Avenue, Suite 400
Raleigh, NC
27612

Telephone

+19842682999

Website

https://sswp.lpl.com/

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