Financial planning is at the very core of the life planning services I offer to individuals and families seeking to build, protect and manage wealth over time. Retirement income planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals.
I believe that without a plan in place to pursue established goals, it’s nearly impossible to measure your progress along the way. That’s why my approach to financial planning seeks to help you:
My planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important discussion items:
Financial Planning offered through LPL Financial, a Registered Investment Advisor.
Smith Wealth Management Group TX, LLC and LPL Financial do not provide tax and/or legal advice or services. Please consult your tax and/or legal advisor regarding your specific situation.