Advisor
Cory Smith
Financial life planning for business owners and the childfree community.
Cory Smith · Reno, Nevada
Fee-only verified Fiduciary State-registered
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About
Discretionary inc. is a full service financial life planning firm that works with business owners, entrepreneurs, and the childfree community to help them align their finances to live a life by design.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Founders
- Early-career professionals
- Pre-retirees
- Real estate investors
- Executives
Services
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Estate Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Risk Management
- Portfolio Management
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- ESG/Impact Investing
- Debt Management
- Charitable Giving
Structured record
| Name | Cory Smith |
|---|---|
| Firm | Cory Smith |
| Location | Reno, Nevada |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | Under $25M |
| Founded | 2024 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Designations | Series 66 |
| Investment approach | Blend of both |
| Website | www.discretionaryinc.com |
| www.linkedin.com/in/dincwithcory |
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Specialties
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Sustainable & impact investing