You’ve worked hard to save, invest and grow your assets. However, frequent changes in estate, gift and tax legislation and familial situations often make it difficult to protect what took a lifetime to build. For this reason, Smith Capital provides the services and strategy to assist in the accumulation, preservation, and transfer of your assets while meeting current financial needs.
As your financial advisor, we assist in all aspects of financial management by providing the experienced advice and financial expertise required to achieve your individual goals.
No matter your phase of life, our advisors are here to help you achieve your goals. Our areas of expertise include retirement, estate, education and financial goals planning.
Whether you're just starting your career, or have a few decades of experience behind you, our advisors have the knowledge to assist you in preparing for retirement. Handling individual retirement accounts, company defined benefit plans, company defined contribution plans, and company profit sharing plans are just a few ways we help you prepare for a stress-free retirement.
Communication is of utmost importance to our advisors. Throughout the process, we meet with our clients to discuss goals and objectives, time horizon, risk tolerance, tax considerations, family obligations, retirement, and special situations. We also provide each of our clients with a monthly statement from the custodian, a quarterly performance report, and our monthly Directions newsletter.