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.
We often hear from our clients that their children or grandchildren use the turn of the year to make financial resolutions. However, statistics show less than 10 percent of resolution-makers actually achieve their goals. This post shares some tips to help your next generation succeed.
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The Tax Cuts and Jobs Act, passed in December 2017, doubled the standard deduction, making it harder to claim the tax deduction for charitable contributions. While organizations know donors aren’t solely motivated by tax incentives, this post outlines options that may still be available to help with your taxes.
Read MoreWe often hear from our clients that their children or grandchildren use the turn of the year to make financial resolutions. However, statistics show less than 10 percent of resolution-makers actually achieve their goals. This post shares some tips to help your next generation succeed.
Read MoreThe Tax Cuts and Jobs Act, passed in December 2017, doubled the standard deduction, making it harder to claim the tax deduction for charitable contributions. While organizations know donors aren’t solely motivated by tax incentives, this post outlines options that may still be available to help with your taxes.
Read More
Is your goal to have financial independence a lot earlier than the normal retirement age? Before you make any decisions on your retirement strategy, read through these varying points of view and keep these considerations in mind.
Read MoreWe often hear from our clients that their children or grandchildren use the turn of the year to make financial resolutions. However, statistics show less than 10 percent of resolution-makers actually achieve their goals. This post shares some tips to help your next generation succeed.
READ MORE
