Estate planning embodies our responsibility to always act in your best interests as we promote your continued success from generation to generation.
When your needs evolve and circumstances change, we will adapt your plans. Our strategies are customized to your goals and are designed to be responsive to change.
Live in the moment with confidence. From wills and trusts to family limited partnerships, gifting, protection and more, we're dedicated to ensuring your legacy and preserving your estate while seeking to assist you to reduce taxes and probate costs.
Smart Capital Management does not offer tax or legal advice. Please seek out a professional for drafting documents, etc.
Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA& SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Smart Capital Management are not affiliated.
This communication is strictly intended for individuals residing in the states of CO, FL, ID, LA, MI, MN, MT, OR, PA, TX, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19507 - 2019/11/22 The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.