Our Services

"Personal attention with a team philosophy."  That is the perfect description of Smathers Financial Group. You will have a personal adviser with the support of a knowledgeable team with strengths in every aspect of financial and estate planning. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing many of the following products and services:

  • Investment Solutions
  • Managed Portfolios
  • Retirement Planning
  • Covered Call Writing
  • Legacy Planning (Estate conservation planning)
  • IRA Rollovers
  • Inherited IRAs
  • Beneficiary Annuity Contracts
  • Stocks, Bonds, ETFs, UITs, Mutial Funds
  • Alternative Investments
  • 401k, 403b, 457 Rollovers
  • Medicare Insurance
  • Women in Transition - Discovering A New Direction
  • Life Insurance & Long Term Care Combination Policies
  • Life Insurance Review
  • Hedged Portfolios
  • Neither TDAmeritrade. nor its representatives offer tax or legal advice. For tax and legal advice, please seek the counsel of qualified tax or legal professional.