At M.J. Smith & Associates, we help our clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals. Our goal is to help you lead the life you choose by providing the competent, ethical financial advice you may need to be successful in today’s volatile markets.
Our professional team of advisors is experienced at integrating tax1, investment, and financial strategies into thoughtful, holistic financial plans. In addition, as a Registered Investment Adviser, we act as fiduciaries, placing our clients’ best interests ahead of our own.
Ready to take control of your financial life? We are ready to help. Get started by scheduling a complimentary, non-obligatory meeting or portfolio review. It is our privilege to serve you.
The Tax Cuts and Jobs Act (TCJA) dramatically changed how charitable contributions are deducted. This major change has created new opportunities for multi-year tax planning. Here are a few strategies that might be right for you.
These risks are not the technical ones you find in textbooks. We are going to share with you the real-world risks as well as our firm’s prudent strategies we’ve used over the last 35 years in helping our clients successfully obtain and maintain financial independence.
Learn about the latest events and updates from our team.