History
previously operated under Smith-Mottini Financial, now operating under Plan Well Live Well
Specialties
We take pride in delivering the best service and performance possible, based on our client's personal needs. Openness and honesty are the foundations of our business. We maintain high ethical standards that are reflected in everything we do, and we settle for nothing less than client service excellence. We represent our clients and help them plan their investment and insurance strategies to suit their current, intermediate, and long term financial objectives.