The Retirement Strategy Connection

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

The Virtual Family Office is NOT a registered entity and is NOT affiliated with Dempsey Lord Smith or Dempsey Lord Smith Advisory

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.