At Georgia Heritage Federal Credit Union, we know you want to plan a solid financial future for yourself and your family. That’s why we provide no-obligation, personal and confidential investment, insurance and trust planning services – to cover the breadth of your financial planning needs, offered through CUSO Financial Services, L.P.

Hi, I am Bill Smith and I believe that people deserve the opportunity to achieve their life’s financial dreams and goals. I have made it my mission to help as many people do that as I can.

As a retired U.S. Air Force officer, I have brought the Air Force’s stated core values to my business as a financial advisor and planner: “Integrity First,” “Service Before Self,” and “Excellence in All I Do.” I believe that all people are unique and so are their goals, and I am committed to helping my clients determine what is important to them.

My expectation is to develop close relationships with my clients over time. My performance is always measured by my clients’ success in meeting their goals.

Whatever stage of life you are in, I can help. Please give me a call at your earliest convenience for a no-obligation, personal and confidential consultation at 912-629-4309. Currently approved securities registration in Georgia.

Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Representatives are registered through CFS. (Member FINRA / SIPC)