Complete Wealth Advisors

Complete Wealth Advisors David Smith provides investment advice by consistently encouraging clients to pursue their goals in a timely manner.

We provide education and information regarding retirement planning, investments, and strategies. Cambridge Investment Research financial professionals may only transact business in states they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the f

inancial professional is not registered. Securities offered through Cambridge Investment Research, Inc., Member FINRA, SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Non-Securities products and services are not offered through Cambridge Investment Research. Complete Wealth Advisors and Cambridge Investment Research are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
04/20/2026

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
04/17/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

How familiar are you with the Federal Reserve? Here is a quick history.
04/16/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
04/15/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
04/14/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Test your estate strategy knowledge with this short quiz.
04/13/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
04/10/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Here are a few key factors to consider when naming an executor for your estate.
04/09/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Some simple, inexpensive energy-saving tips that may help you save money.
04/08/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
04/07/2026

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

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2337 Stone Bridge Drive Bldng F
Flint Township, MI
48532

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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