We can help you simplify and fortify your financial life, avoid unnecessary taxes and manage your investments so you can focus on managing your business. Have you ever asked yourself the following questions?

    • How do I protect my assets?
    • What can I do to prepare for retirement?
    • How do I transfer the company to my children?
    • Are you ready to help your employees?
    • Are you up to date on the insurance laws and coverage for your employees?
    • How can I liquidate my business interest in a tax efficient manner?

Contact Us

If you need answers to any of these questions, it’s time to call Smith Financial Services, Inc.

Whether you are a sole owner or have hundreds of employees we are ready to serve you and them.

The rules have changed for insurance and you need to be aware of them. You need to make sure your employees are taken care of. They are your greatest investment; help them to invest in themselves.

Today’s economy is topsy-turvy at best. Where will your company be if something happens to you? We have products that can help in case you can’t be there.

Do your employees have a retirement fund? Do you? Call today we can show you ways to help them and yourself.

Don’t think tomorrow will take care of itself.  Only you can plan and tend to tomorrow.  We are here to help you plan for the financial future of your business.

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