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Family and Personal Financial Planning

Client Centered

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 strive for your family to reach the milestones set forth and try to bring peace of mind throughout the process.  

Believing that knowledge is power, we educate you, our client, on the topics that matter most, while keeping a watchful eye on the ever-changing environment around us.  This foundation of understanding provides the playbook for a comprehensive plan, a road map if you will, to a successful future.

As life changes, and things don’t always go according to plan, we stand tall with you, ready and willing to put your needs ahead of our own as we face those challenges together.  As we embrace our role as your Fiduciary, you, your family, and your best interests will always remain our top priority.

Retirement & Income Planning

  • Personal Income Plan
  • Social Security Strategy
  • Income For Life
  • Pension Planning

Investment Services

  • Protected Investing
  • Risk Reduction Strategies
  • Asset Allocation
  • Tax-Efficient Investing
  • Tactical Investing

Risk Management & Asset Protection

  • Estate Planning
  • Life Insurance
  • Wealth Transfer
  • Charitable Giving
  • Liability Review

Life Planning

  • College Funding
  • Budgeting
  • Cash Flow Plan
  • Long-Term Care
  • Health Care

Life is complex and so are finances. Let us organize your financial life for a clutter-free, confident future.

You have goals. We have the experience, credentials and gumption to help you achieve them. From funding your child’s future education, to securing income for life in retirement, to protecting your family with long-term care insurance, Smith Brothers Financial will partner with you, while striving to help you reach your dreams and then some.

Uncomplicate your finances and enjoy your life. Call Smith Brothers Financial today at 860-430-3299 to get started.