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
Smith Wealth Management is Independent of Cetera Wealth Services, LLC Securities offered through Cetera Wealth Services, LLC, a Broker-Dealer, member FINRA/SIPC Advisory services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. Tax Services are provided by Smith Financial and Associates P.C. and Smith Wealth Management are separate and independent of Cetera.