Smart Capital Management
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Will Your Money Last?

​Yes - if we have anything to say about it.  

​We'll help you design a Retirement Income Plan using the following products & services:
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Accumulation​
  • Mutual Funds
  • Exchange-Traded Funds
  • REITs
  • Structured Notes
  • Stocks
  • Bonds
  • CDs
  • Annuities (variable and fixed)
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​Services:
  • Retirement Income Planning
  • Social Security Maximization Strategies
  • Estate and Legacy Planning
  • Business Succession & Protection Planning
  • Workplace Benefits Planning (incl. retirement plans and small-group benefits)
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 Protection
  • Life Insurance
  • Disability insurance
  • Long-Term Care Funding
  • Medicare Plans

Let's Talk: 713-370-0512​.

 Our firm does NOT provide legal or tax advice. We have community partners we work with to provide our clients with tax and legal services.
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SMART Capital Management

5757 Woodway Dr., West Bldg, Ste. 100
Houston, TX 77057
Direct: 713-239-4615
Cell:   713-416-0157
Fx. (972) 692-6901


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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
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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.
  • Home
  • About
  • Services
    • Retirement Income Plans
    • Insurance Planning
    • Estate & Legacy Planning
  • Books
  • Resources
  • Contact
  • Logins
    • Charles Schwab
    • TD Ameritrade
  • Guarding Your RTMT
    • Guarding Your RTMT - PR