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, you will find an organization with years of combined knowledge, expertise, service, and HEART. We care about you, the client, as an individual. We take pride to be the best at what we do. Which means we take pride in YOU!

Life happens. Plan for it!

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What is a Fiduciary?

A Fiduciary is a standard key to client agreements with fee-only advisors. While acting as a fiduciary, your advisor must disregard other influences and act only in your best economic interest.