Smith Financial and Tax Advisory Group

Create Your Future Today.

            Preserve What You Have Already Built.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound fiancial information. 

It Is Never Too Late To Plan For Your Future...

But many people put it off because it seems such a daunting task. There are too many choices and who can I trust to guide me? When planning is done right, it can be exciting and empowering. With the help of a skilled advisor who is interested in your specific needs and knowledgeable about all of the choices, you direct your own destiny.

We will help you safe keep not only your home and possessions but also the people in your life with whom you wish to share your future and your legacy.Take a look at the products and services our firm provides and call us for a free, no-obligation consultation today!

 

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

More Newsletters →