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.
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 MoreIs 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 More
According to a recent survey, nearly half of retirees left the workplace sooner than they had planned. To help ensure you enjoy your soon-to-be retirement - especially as some situations happen unexpectedly – we have highlighted some key points that will help provide financial security later in life.
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The broader indices that are commonly tracked (i.e. S&P 500, Dow Jones Industrial Average, NASDAQ Composite) are now either in, or close to, correction territory. While the news stories and headlines present a “scary” picture, here are some statistics and information that show just how strong of an environment the U.S. is currently in.
Read MoreIs 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 MORE
