Menu
We take a progressive approach based on the premise that personal happiness drives financial success. We start our relationship understanding you and then translate your personal strengths into your financial strength. This is distinct from a traditional approach, which only personalizes a financial plan based on your current balances, time-line, risk tolerance, and income needs. We use your inherent gifts as the basis for a plan to create wealth, manage wealth and then use your wealth to impact your world for the better. This is an integration of your L.I.F.E and your balance sheet.
When an investment advisor is considered a fiduciary, it means that the advisor is legally and ethically required to act in the best interests of his/her clients. This involves putting the client’s needs and interests above their own, avoiding conflicts of interest, and providing transparent and honest advice.
Your assets are NEVER held at SMG Financial. We work with custodial partners that physically hold your assets. SMG Financial works with nationally recognized custodians. We assist our clients in completing the custodian’s account application; the custodian then provides transactional services, regular statements and online access to client accounts.
We have helped many clients through this process and know that it can be uncomfortable delivering the news that you are leaving your current advisor. You can be as involved or uninvolved in this process as you’d like to be. We are well-versed in respectfully communicating your decision and completing the necessary transfers.
Check out our FAQ to learn more or complete this form and our team will reach out to you:
Stay up to date with retirement and financial planning, strategies, and current regulations by receiving our monthly newsletter.
