Advanced Planning Group
The Talent
Advanced Planning Group
Advanced Planning Group
When you face challenges or complicated planning issues, the specialized Cetera Advanced Planning Group will help, providing individualized, one-on-one consulting on all areas of clients financial life. This team of experienced financial professionals includes attorneys, CFPs, and MBAs.
Cetera/First Allied entities are under separate ownership from any other named entity.
- IRA distributions and beneficiary designations
- Wealth transfer planning
- General income tax issues
- Stock options
- Life insurance and annuity planning
- Charitable giving
- Business and succession planning
- Nonqualified deferred compensation
- Trust document review

Stanley R. Smiley, ESQ.

Juliet A. Hendrickson, ESQ

Robert H. Pothier, ESQ
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
End Your War With Money.
Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.