Welcome to SMG Financial

A Member of Advissory Services Network, LLC

We Translate Your Personal Strengths into Financial Strength

Whether you are just getting started with your planning or you have a large, complex estate, our professionals can help to design an estate plan and wealth management strategy to help you meet your goals.

At SMG Financial, we are proud to offer years of combined knowledge, service, and heart. We care about each client as an individual and are dedicated to excellence in all we do. YOUR satisfaction and well-being are at the core of our mission.

Life happens. Plan for it!

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What is a Fiduciary?

We provide fiduciary services dedicated to helping your advisor prioritize your best economic interest. Our fee-only client agreements help ensure that recommendations are made transparently and without the influence of outside incentives. 

PUT OUR FINANCIAL ADVISORS TO WORK FOR YOU

Now Soon and later of money piles

Plan more. Worry less. Do you want a secure retirement?

“The Bucket Plan” is a must-read book and system for anyone serious about retiring or in retirement.