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 IRS increased retirement contribution limits for 2020. See more details in this post and and reach out to your retirement provider to take advantage of the increased maximum limits.
Active vs. passive investing as been a long-standing debate for the stock section of the investment portfolio. While past performance is no guarantee of future results, learn the historical data showing how a good fund screening process may put an investor in favor of active investing.
We enjoy giving back to our clients, community - and four-legged friends.
Read about our latest get-together.