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Get a complimentary Retirement Analysis! No pressure, No obligation.

comprehensive wealth management &
retirement planning

Choosing a financial advisor to work with in post-retirement is far more than just growing your assets.

At SMG, we take pride in the holistic approach

we offer our clients. We specialize in the areas

of post-retirement, including asset preservation,

Medicare, Social Security, tax strategies, and

estate planning.

 

SMG would like to be your trusted partner for comprehensive financial planning, insurance solutions and professional guidance on Medicare. With our unwavering commitment to personalized service and tailored strategies, we help empower individuals and families to navigate their financial journey with confidence. Whether you're planning for retirement, investing for the future, or safeguarding your assets, our experienced team is dedicated to helping you achieve your objectives.

Get a complimentary Retirement Analysis! No pressure, No obligation.

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Fiduciary Financial Advice

A fiduciary financial advisor is required to put your best interest above all other considerations.

Our mission is to provide the best recommendations designed for your greatest benefit.

We strive to eliminate the guess work by using a variety of software and years of experience to provide clear information and recommendation.

We help coach and assist you in the design and implementation of your plan in the post-retirement areas which include, healthcare, taxes, estate
planning, social security planning and

retirement solutions.​

An Independent Financial Advisor

Senior Woman

PERSONAL SOLUTIONS

A fiduciary financial advisor is required to put your best interest above all other considerations.

Our mission is to provide the best recommendations designed for
your greatest benefit.

Reviewing Documents

TRUSTED ADVICE

Our mission is to provide the best recommendations designed for
your greatest benefit. We strive to eliminate the guess work by using a variety of
software and years of experience to provide clear information and
recommendation.

PROACTIVE STRATEGIES

We help coach and assist you in the design and implementation
of your plan in the post-retirement areas which include, healthcare, tax planning, estate
planning, social security planning and retirement solutions.

retirement planning

Baby Boomers are redefining age and retirement.

Proper planning is more important now than ever.

Our income has to last the next 30 years of our life.

The biggest concern for retirees is out living their

money, followed by healthcare expenses.

 

There are many factors that can cause us to
deplete our retirement early. That’s why at SMG we

follow a planning process called the bucket plan.

 

This unique process takes into account growing our

assets safely, doing proper tax planning, developing an income stream that is independent of the market and proper planning for healthcare.

Service

Get a complimentary Retirement Analysis! No pressure, No obligation.

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complimentary
bucket plan book.

 

To claim a copy of your complimentary bucket plan book , please fill out the form below and one of our customer service representatives will contact you.

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