Smith Wealth Advisors

I established Smith Wealth Advisors as a platform for providing every one of our clients with the kind of personal service one expects from a large wealth management firm. For over 20 years, I have advised clients on every aspect of their financial management with the goal of guiding them towards achieving their financial goals and ultimately, living the future they intended.

More and more employees are investing in their futures through 401(k) plans. Employees who participate in 401(k) plans assume responsibility for their retirement income by contributing part of their salary and, in many instances, by directing their own investments. Offering a competitive 401(k) plan can also help companies attract and retain qualified employees.

Your employer may directly provide, or separately negotiate with and hire different providers for, some or all of the various services and investment options offered under their 401(k) plans (sometimes referred to as an unbundled arrangement). Be aware that the expenses of each provider (i.e., investment manager, trustee, record-keeper, communications firm) are charged separately.

Your vision of the future requires a customized plan designed around who you and where you would like to be in the future. Our simple process will guide you through the options and keep you moving forward. Your imagination becomes a vision. That vision becomes a plan and that plan guides you on a journey to the future you intended.

An important step in getting to the future you intended is planning properly for retirement. The structure and timeline for your retirement planning will depend on many factors including your age, your planned retirement date, real estate assets, insurance, family and health factors. We will conduct a detailed review and analysis of your specific situation and then develop a clear and workable strategy for your retirement planning.