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.
Our team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.
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Ten years after the day that set in motion the Great Recession, the U.S. is experiencing another record-breaking series of positive historic events. Some are taking this opportunity to analyze the past decade and prepare for any “historic” experiences that may arise in the future. We recommend this tip as they do so.
Read MoreOur team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.
Read MoreTen years after the day that set in motion the Great Recession, the U.S. is experiencing another record-breaking series of positive historic events. Some are taking this opportunity to analyze the past decade and prepare for any “historic” experiences that may arise in the future. We recommend this tip as they do so.
Read More
The need for life insurance can go beyond simply replacing income. What is becoming a much more regular conversation is the increase need of life insurance for blended families. This post discusses factors to consider and shares a helpful case study.
Read MoreOur team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.
READ MORE
