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Corporate and Not-for-Profit Retirement Plans

Corporate and Not-for-Profit Retirement Plans

We understand the responsibility plan sponsors have in designing attractive retirement options for employees.  Plans need to be competitive and cost effective in order to attract and retain key staff.

At Smith Brothers, we customize our services to the needs of each client, recognizing that each institution has their own unique qualities.

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Family and Personal Financial Planning

Family and Personal Financial Planning

At Smith Brothers, our mission is to partner with you, our client, and be your trusted advisor.  Being a financial advisor is never about us, it is about you and your loved one’s well-being.

We take the time to learn about your life, your history, and your aspirations, all of which help to craft a fitting financial plan.  We serve as a coach in implementing that plan, to ensure you and your family reach the milestones set forth and strive to bring peace of mind throughout the process.

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Business Continuity and Succession Planning

Business Continuity and Succession Planning

As a business owner, likely the largest asset on your personal balance sheet is your business. But like many, you may struggle with how to place a proper value on what you built and the timing of when to sell.

At Smith Brothers, you have a trusted partner who will provide perspective, education, guidance and clarity on how to proactively prepare for your eventual business transition.  We believe that by designing a plan well in advance with your advisory team, we can create a structure that allows for the greatest potential financial gain upon the sale of your business.

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The Smith Brothers Advisory Team

Smith Brothers Team

At Smith Brothers, we have built our team of advisors purposefully, in order to address all the financial needs that exist within our community.  We engage with clients who are not just looking for a financial professional to guide them, but someone who will be a true extension of their business, their family, or both!

We believe in a consistent standard of excellence across all our service offerings and take financial wellness seriously.

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