Financial Services

​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, which includes asset
preservation, Medicare, Social Security, tax strategies, and estate planning. We
offer fiduciary financial advice that is driven by one goal, help our clients protect,
and transfer all they have worked hard to achieve.