M. W. Smith and Associates LLC
Investments
Personal Questions to ask yourself:
Am I going to have enough money put away for retirement? Is it too late for me to start investing now?
If I become disabled tomorrow, will I have enough income to sustain my current lifestyle and still pay the extra medical costs?
If I die unexpectedly, will my family have enough to live on?
Are my investments allocated correctly?
Am I saving/investing accordingly for my kids education?
If the answers to any of these questions trouble you, call our office for a complimentary Financial Analysis today!
Products and Services our agency provides:
Personal Needs
Advisory (Managed) Accounts**
Retirement Planning
Education Funding
Traditional/Roth IRA
Wealth Accumulation Strategies**
Mutual Funds
Variable Annuities
Family Protection
Life Insurance
Disability Income
Income Replacement
Long-Term Care Insurance
Estate, Tax and Charitable Planning
Business Needs
Business Continuation Planning
Business Loan Protection
Business Overhead Insurance
Disability Buyout
Buy-Sell Arrangements
Key Employee Insurance
Executive Benefit Planning
Deferred Compensation
Group Carve - Out
Individual Disability
Split Dollar Life Insurance
Tax Qualified Retirement Planning
401(k)
Profit Sharing
Money Purchase
Target Benefit
Simplified Employee Pension (SEP)
SIMPLE IRA
Defined Benefit
No matter the stage in life you are in now, it is never too early/late to invest in your future. Our agency values every client, and our mission is to help our clients acheive financial success, one step at a time.
Call or email us for a financial review today!
**Mark W. Smith, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.