M. W. Smith and Associates LLC
Investments
Personal Questions to ask yourself:
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Am I going to have enough money put away for retirement? Is it too late for me to start investing now?
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If I become disabled tomorrow, will I have enough income to sustain my current lifestyle and still pay the extra medical costs?
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If I die unexpectedly, will my family have enough to live on?
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Are my investments allocated correctly?
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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
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Advisory (Managed) Accounts**
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Retirement Planning
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Education Funding
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Traditional/Roth IRA
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Wealth Accumulation Strategies**
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Mutual Funds
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Variable Annuities
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Family Protection
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Life Insurance
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Disability Income
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Income Replacement
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Long-Term Care Insurance
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Estate, Tax and Charitable Planning
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Business Needs
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Business Continuation Planning
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Business Loan Protection
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Business Overhead Insurance
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Disability Buyout
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Buy-Sell Arrangements
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Key Employee Insurance
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Executive Benefit Planning
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Deferred Compensation
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Group Carve - Out
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Individual Disability
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Split Dollar Life Insurance
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Tax Qualified Retirement Planning
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401(k)
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Profit Sharing
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Money Purchase
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Target Benefit
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Simplified Employee Pension (SEP)
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SIMPLE IRA
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Defined Benefit
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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.