Our Qualifications


We have been working with individuals and businesses in the area for over 30 years.  Each representative has extensive personal and professional experience.

Larry Smith is a Registered Principal, securities licensed since 1984.  Associated with Projected Planning Company since 1986, Mr. Smith specializes in seeking long-term solutions to both individual and corporate financial needs.  A graduate from the University of Wisconsin-Madison and Moody Bible Institute-Chicago, Mr. Smith uses his diverse background to develop unique investment strategies. He feels financial solutions may sometimes best result by "thinking outside the box" while considering current economic conditions.  Mr. Smith has been active in teaching and advising people on investing through seminars, radio and as guest speaker at various organizations.

Licenses held: S7, S24, S63 and insurance.  Securities licensed in CO, IL, MI, MN, MT, NV, OH, TN, WI.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck