Larry J Smith
Products & Services
Investments
* Bonds
* Common Stock
* Educational IRA
* Brokerage Accounts
* Traditional IRA
* Roth IRA
* SEP IRA
* Simple IRA
* Treasury Bills
* Government Securities
* Treasury Notes
* Variable Annuity
Financial Planning
* Retirement Plans
* Tax Plans
* 401 (k) Planning
* 403 (b) Planning
* College Plans
* Estate Plans
* Money Purchasing Plans
* Profit Sharing Plans
Insurance
* Disability Income Insurance
* Life Insurance
* Long Term Care Insurance
Tax Planning
* Relocation Tax Issues
* State Tax Return Preparation
* Representation Before the IRS
* Tax Return Preparation
* Individual Tax Preparation and Planning
* Business Start Up, Counsel and Corporate Taxes
* Small Business Accounting Services
* IRS and State Tax Audits
* Income, Gift and Estate Tax Returns
Accredited Estate Planner - National Association of Estate Planners & Councils
Larry J Smith
Sound Financial Solutions LP
1177 W Loop S #450
Houston TX 77027
Tel: 713 400-8007; 888 882-6003
Fax: 713 400-8001
E-mail: ljsmith@sfs-lp.com
Larry is a founding partner in Sound Financial Solutions, L.P., a firm that focuses on creating estate, business succession, investment and retirement solutions for individual clients and their businesses.
He has over 35 years of experience in the financial services field. Prior to Sound Financial Solutions, L.P., Larry was a financial consultant with Sagemark Consulting. He was Regional Vice President for CIGNA Financial Advisors in Houston from 1992-1996; and Larry held the same position in Kansas City from 1987-1991. He was sales manager of the Detroit office of CIGNA Financial Advisors from 1980-1987.
A graduate of Bethany College (West Virginia), Larry completed his Masters of Science in Financial Services Degree at the American College in Bryn Mawr in 1991. He has earned Chartered Financial Consultant, Chartered Life Underwriter, CERTIFIED FINANCIAL PLANNERTM practitioner and Accredited Estate Planner designations.
Larry is a member of the National Association of Insurance and Financial Advisors, Society for Financial Service Professionals, The Financial Planning Association, National Association of Estate Planners and the Houston Business and Estate Planning Council. He was inducted into The International Who’s Who of Professionals in 1995. He has also been recognized for outstanding service to clients by qualifying for LPL Financial’s prestigious Chairman’s Council from 2008.
He has authored numerous articles on industry management and was a contributing author for the book, Managing Sales Professionals. He has participated as faculty in various industry workshops and has been a featured speaker in the Leadership Forums for the American College. He conducts Continuing Education courses for Certified Public Accountants. In 2002 he was chosen for a Salute to Excellence award for his presentation to the Houston CPA Society. Also, Larry has taught CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant courses at the University of Houston.
Larry serves on the Board of Trustees of Brite Divinity School at Texas Christian University (TCU) and on the Board of Comp U Dopt. He continues to serve in a variety of positions with his Church, the Houston Chapter of the Society of Financial Service Professionals, the Houston Business and Estate Planning Council and the Houston Livestock Show and Rodeo.
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