From investments and retirement planning to risk management and estate conservation, our services cover all areas of financial management. We specialize in helping our clients develop comprehensive, cohesive financial and insurance plans that fit their unique needs and enable them to meet both short- and long-term objectives.
On our website, you'll find valuable information for evaluating our current position and progress toward financial goals. We offer educational articles that outline financial and insurance concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs.
On our website, you'll find valuable information for evaluating our current position and progress toward financial goals. We offer educational articles that outline financial and insurance concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs.
Services
We recognize that each client has unique goals, values, resources and circumstances. Once we understand where you are, and where you want to go, we develop a comprehensive, custom Financial Plan Needs Analysis for you, suggesting strategies designed to fulfill your dreams. As your needs and circumstances change, we can update your plan to keep pace.
Helping people understand the complexities of investing, retirement and insurance planning. Organizing our clients entire portfolio, Insurance needs and tracking the progress towards valued goals. Smarr Financial Services provides asset allocation and asset management on a fee-based platform giving you a wealth of choices and the expertise to effectively implement those choices.
Greg is the President/CEO of Smarr Financial Services, an experienced financial and insurance firm dedicated to providing superior financial and insurance service. Greg's passion is to help people reach financial security and their financial dreams. Greg's clients include retirees, widows, professionals, Professional athletes, business owners and everyday hard working people seeking financial independence and insurance needs.
Join us for a day of mini workshops and seminars offering practical solutions and strategies for your financial success. Financial experts will facilitate sessions covering such topics as Credit vs. Debt Management, Estate and Retirement Planning, Understanding Foreclosure, Funding Your Child's College Education and more.
Q: Are you a stockbroker or insurance agent? A: Even though we can help you in these areas, unlike a stockbroker or insurance agent, we never put our needs ahead of those of our clients. Our objective is to make sure our clients obtain comfort, control, and flexibility through financial security in their retirement.
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