The SMART Financial Group, LLC takes pride in providing comprehensive financial planning services to our clients. We review our clients Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. We embrace our role as a fiduciary; always acting within our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth.
- Risk Management/Insurance Planning
- Beneficiary Review
- Retirement Planning
- Financial Needs Analysis
- Analysis of Current Investments
- Analysis of Present and Future Expenses
- Tax Planning
- Estate Planning
- Asset Allocation
- Asset Protection
- Income Planning
- Investment Management
Just imagine a complete plan, where all your tax, financial and estate planning needs are addressed in a customized binder. This is your comprehensive wealth management plan. Our comprehensive and coordinated approach ensures that your plan is developed using a holistic view. We have found that many financial services professionals focus on products.Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.