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Wealth Management | Retirement Planning | Rome, Georgia

Dempsey Lord Smith LLC provides wealth management and retirement planning services to retirees and to people who are approaching retirement. We also provide 401(k) consulting services to small businesses and act as a broker-dealer for independent financial advisors

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Wealth Management | Retirement Planning | Rome, Georgia | dempseyi.com Reviews
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Dempsey Lord Smith LLC provides wealth management and retirement planning services to retirees and to people who are approaching retirement. We also provide 401(k) consulting services to small businesses and act as a broker-dealer for independent financial advisors
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2 Retirement Planning
3 Financial Planner
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6 Rome
7 Calhoun
8 Dalton
9 Chattanooga
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Wealth Management | Retirement Planning | Rome, Georgia | dempseyi.com Reviews

https://dempseyi.com

Dempsey Lord Smith LLC provides wealth management and retirement planning services to retirees and to people who are approaching retirement. We also provide 401(k) consulting services to small businesses and act as a broker-dealer for independent financial advisors

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1

Financial Planner | Advisor Affiliate | Broker-Dealer | Dalton

http://dempseyi.com/for_advisors

Providing A Dynamic Platform For Independent Advisors. If you are a financial advisor, consider affiliating with Dempsey Lord Smith as your broker/dealer. We will help you grow your business while allowing you to maintain your independence that we all know is key to providing superior service to your clients. To request information or call Ernie Smith at (706) 238-9575 or John Lord at (706) 625-9756. P: 706-238-9575 F: 706-238-9578 jerry.dempsey@dempseyi.com.

2

Tax Planning | Asset Management | Chattanooga

http://dempseyi.com/our_team

Dempsey Lord Smith, LLC Partners. Jerry E. Dempsey. Contact him at jerry.dempsey@dempseyi.com. John H. Lord. Vice President – Chief Compliance Officer. Contact him at john.lord@dempseyi.com. Ernest L. Smith. Vice President – Director of Marketing and Sales. Contact him at ernest.smith@dempseyi.com. Duvan L. Brock, CFP, CMFC, ChFC, CRPC. Vice President – Financial Advisor Relations. Contact him at duvan@duvanbrock.com. P: 706-238-9575 F: 706-238-9578 jerry.dempsey@dempseyi.com.

3

Insurance | Estate Planning | Calhoun, Georgia

http://dempseyi.com/our_services

Your Objectives Drive Our Relationship. You have worked hard to build up a strong financial base, and our goal is to offer the comprehensive wealth management services you need to protect and grow your assets over the long term. We follow a five-step strategic process designed to place you on the road to financial security:. The first key is to form a close partnership by getting to understand your goals, life situation, risk tolerance, time horizon, and income requirements. Our goal is to help you make ...

4

401k Consultant | Retirement Plan | Atlanta

http://dempseyi.com/401k_consulting

Comprehensive Services For Retirement Plan Sponsors. Dempsey Lord Smith, LLC provides comprehensive 401(k) plan consulting services to small businesses. We will design a retirement plan for your company, or we can consult with you on your existing plan. Our services include:. The right mix of funds for your employees. Record keeping and other services. To employees to help them understand their choices. That your plan is in compliance with current regulations. All fees charged by vendors and fund managers.

5

Retirement Income | Annuities | IRAs | Cartersville, Georgia

http://dempseyi.com/retirement_planning

Preserving Your Assets, Protecting Your Future. As you move through the stages of your life, one of the biggest transitions occurs around the time you retire. Up to that day, your investment outlook has been on accumulating assets, known as the accumulation phase. When you retire you transition into the withdrawal stage, meaning you must begin withdrawing some of your assets. A retirement portfolio suited to your income needs. Your expenses including tax payments. Your exposure to market risk.

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The Sims Financial Group, Inc. The Sims Financial Group, Inc. Offering Solutions for College Funding, Retirement Planning, Estate Planning and Financial Security. 855 Ridge Lake Blvd., Suite 303. 901) 682-2410 - Local. 866) 687-0790 - Toll Free. Featured Service - College Funding. Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). 855 Ridge Lake Blvd., Suite 303. 901) 682-2410 - Local. 866) 687-0790 - Toll Free. Enter stock ticker symbol:.

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The Sims Financial Group, Inc. The Sims Financial Group, Inc. Offering Solutions for College Funding, Retirement Planning, Estate Planning and Financial Security. 855 Ridge Lake Blvd., Suite 303. 901) 682-2410 - Local. 866) 687-0790 - Toll Free. Featured Service - College Funding. Markets at a Glance. Featured Service - College Funding. Families spend far too much time and money trying to make the college planning puzzle fit together. Our partnership with SAGE Scholars will make it easier for familie...

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The Sims Financial Group, Inc. The Sims Financial Group, Inc. Offering Solutions for College Funding, Retirement Planning, Estate Planning and Financial Security. 855 Ridge Lake Blvd., Suite 303. 901) 682-2410 - Local. 866) 687-0790 - Toll Free. Featured Service - College Funding. Markets at a Glance. You'll find a number of tools to help you track the financial markets, retrieve quotes, view charts, and even monitor the performance of your own portfolio. Detailed quote information for one company. The S...

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The Sims Financial Group, Inc. The Sims Financial Group, Inc. Offering Solutions for College Funding, Retirement Planning, Estate Planning and Financial Security. 855 Ridge Lake Blvd., Suite 303. 901) 682-2410 - Local. 866) 687-0790 - Toll Free. Featured Service - College Funding. Markets at a Glance. Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. Source: Employee Benefit Research Institute, 2015. How Much Cash Should You Keep?

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The Sims Financial Group, Inc. The Sims Financial Group, Inc. Offering Solutions for College Funding, Retirement Planning, Estate Planning and Financial Security. 855 Ridge Lake Blvd., Suite 303. 901) 682-2410 - Local. 866) 687-0790 - Toll Free. Featured Service - College Funding. Markets at a Glance. Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. Strategies to Help Build Your Future. Understandi...

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Featured Links : The Sims Financial Group, Inc.

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The Sims Financial Group, Inc. The Sims Financial Group, Inc. Offering Solutions for College Funding, Retirement Planning, Estate Planning and Financial Security. 855 Ridge Lake Blvd., Suite 303. 901) 682-2410 - Local. 866) 687-0790 - Toll Free. Featured Service - College Funding. Markets at a Glance. Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites. Learn how to receive Free Guaranteed College Scholarships. Life Insurance Needs Analysis. These magazi...

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Wealth Management | Retirement Planning | Rome, Georgia

In Your Best Interest. Dempsey Lord Smith LLC is an independent wealth management and retirement planning firm. As a Registered Investment Advisor we are dedicated to offering you objective financial advice, access to a wide array of investment products, and the highest levels of personal service. Our goal is to form a long-term partnership with you, always acting in your best interest. For individuals and families. For retirees and pre-retirees. For independent financial advisors.

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