Smith Wealth Management
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Financial & Retirement Planning
*Fee Based Asset Management
401k and 403b Setup and Rollovers
*IRA Analysis and Implementation
*Roth IRA Analysis and Implementation
Insurance:
Annuities
Types of Annuities
Long Term Care
Long Term Care Cost Calculator
Life Insurance
Life Insurance Calculator
Estate Planning & Protection
Estate Tax Calculator
Gift Tax Calculator
Financial Calculators
Retirement Calculator
RMD Calculator
401k Max Calculator
Asset Diversification & Planning
Types of Investments
Fund Analyzer
Other Resources
FINRA
SEC (Securities Exchange Commission)
SIPC
Texas Department of Insurance
Broker Check
Smith Wealth Management
411 North McGraw Forney, Texas 75126
Office: 972.564.4011
Fax: 972.552.2893
rich@smithfinancialwealthadvisory.com
