We’re different. On purpose.
We base all our client relationships on just that: relationship. With over 35 years of experience in financial planning, advising, and estate/legacy planning, we bring our team to the table ready to hear your story – ready to listen to your dreams, goals, and ambitions.
We ask a lot of questions. We believe that we can only serve you appropriately if we get to know you first. In our opinion, everyone deserves to have their own financial strategy – tailored to their unique needs. We are long-term oriented, and client centered. Our desire is to help our clients. This is what we love to do. What also makes us different is our promise to communicate with you – promptly, regularly, respectfully, and honestly.
We believe in the Golden Rule. We treat our team members and clients and other trusted partners like we want to be treated. We have always enjoyed being the first call for our clients. We have connected our clients with countless relationships – including areas as diverse as healthcare needs, counseling, business planning, legal, travel, education, real estate, accounting, finance, longevity planning and more.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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- 313 E 10th Ave Bowling Green, KY 42101-2109
- T: 270.846.2656
- F: 270.846.2659
- TF: 877.848.2656
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Ben Smith Life Compass Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.
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