Products & Services

Our Services

We will help you implement a sound financial program using our products and services that have been tailored to your individual circumstances:   

• Retirement Planning 
  
• Business Planning 
  
• Estate Planning 
  
• Asset Allocation 
  
• Life Insurance 
  
• Education Planning 
  
• Risk Management
  
• Long Term Care 
  
• Tax Planning
  
• Medical Practice  Management

While developing your individualized financial program, we will take you through our step-by-step process to help you build confidence in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

Smith Group Financial Planning Process 

Step 1:  Fact Finding

Information and documents necessary to prepare your customized financial plan are gathered during an in-depth interview. 

Step 2:  Para-Planning

We will analyze your information for accuracy to assess your financial situation and goals. A preliminary plan summary is prepared. 

Step 3:  Client Review

You will meet with an SGF planner to ensure that your goals and objectives are accurately stated in your preliminary plan. 

Step 4:  Financial Planning Team

Your personal financial planning team and advisors assembled from your group of legal, financial, taxation, realty, and investment professionals. 

Step 5:  Implementation

We will prioritize and coordinate the necessary processes to implement your financial plan in an organized, timely, and effective manner.