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Our Services

M.J. Smith & Associates takes a holistic approach to serving the needs and goals of our clients. Because each situation is unique, we strive to understand all aspects of your financial situation. Then, we tailor our services to create a personalized plan that reflects what you want to achieve.

In our experience, financial planning can – and should – be a family affair.  We often work with clients to include their families in the financial planning process, and to educate younger generations as they prepare for estate transition. We are privileged to mentor and prepare heirs to become responsible stewards of their families’ wealth.

Our Services

Our experience, education and credentials  qualify us to provide a comprehensive array of fee-based services.

Tax planning - strategies and techniques that help you maximize the present value of your after-tax family net worth1

Investment planning - strategies to create an asset mix that will help you meet your long-term objectives at an acceptable level of appropriate risk

Retirement planning - strategies to support wealth accumulation and eventual withdrawal during your retirement years

Estate planning - strategies to help you preserve wealth for distribution to loved ones, charitable organizations, educational institutions or other causes

Financial management - strategies and techniques to optimize your short and mid-term cash flow, assets and liabilities

Insurance and risk management - strategies to help you manage your financial exposure due to personal risk

Comprehensive financial planning - creating a plan that incorporates many or all of these strategies to help you manage your financial affairs to achieve your life goals

Who We Serve

M.J. Smith & Associates works with high-net-worth individuals (with assets of $1 million or more), and high earners who are on track to achieve $1 million in assets within a few years. Our clients come from all walks of life, and represent a variety of life stages:

Young Professionals

High earners who need guidance managing their assets to help ensure future growth.

Business Executives

High-net-worth individuals who have more complex financial needs.

Business Owners

Entrepreneurs who need assistance managing their business affairs, such as 401(k) administration, as well as their personal wealth.

Women in Transition

Women making critical financial decisions due to inheritance, death or divorce.

CPAs and Other Professionals

Individuals who need expertise beyond their areas of specialization.

Pre-Retirees & Retirees

Individuals and couples transitioning from careers to retirement, and those who need help managing retirement income and investments.

Protecting Your Assets

For M.J. Smith & Associates and Raymond James, client security is a top priority. Raymond James offers multilayered protection for our investors through the Securities Investor Protection Corporation (SIPC), various syndicates of Lloyd’s of London (excess SIPC) and the Federal Deposit Insurance Corporation (FDIC).

In addition to the standard security measures you might expect from a leading independent financial services company, Raymond James offers:

Raymond James wants clients to have the highest level of confidence in its ability to protect their assets. The company commits to reimbursing clients for actual losses in any Raymond James accounts due to unauthorized access to a Raymond James system that occurs through no fault of the client.

To learn more, view our PDF, "Keeping Your Account and Personal Information Secure".

Questions?

Contact Us

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