Aaron M. Smith Financial Group
Frequently Asked Questions
General Information
Phone: (605) 705-6501
Online: Visit our Contact Us page to send us a message or schedule an appointment.
We proudly serve clients across 50 states!
You can schedule a consultation by calling us at (605) 705-6501 or visiting our Contact Us page.
Retirement & Financial Planning
We provide a wide range of financial and insurance services, including:
- Income & Retirement Planning – Ensuring financial stability throughout retirement.
- Risk-Managed Investing – Fiduciary investment management tailored to your goals.
- Tax Strategy – Planning to optimize your financial situation.
- Annuities & Retirement Solutions – Creating stable income plans for retirement.
- Insurance Solutions – Covering property, life, health, business, and more.
For a full list of our services, visit our Services page.
Rolling over your 401(k) depends on factors like investment choices, fees, and retirement goals. We can help you explore your options to make an informed decision.
Selecting the right investments is crucial for your financial future. We can guide you on the best options, including self-directed brokerage accounts if available.
Our team specializes in creating personalized retirement income plans to help ensure your money lasts throughout retirement.
The best time to claim Social Security depends on factors such as health, earnings history, and spousal benefits. We can help you navigate this decision to maximize your benefits.
Insurance Solutions
We offer a full range of insurance solutions, including:
- Property & Casualty Insurance – Coverage for homeowners, renters, and businesses.
- Commercial Insurance – Liability, property, and industry-specific policies.
- Trucking Insurance – Protection for trucking professionals and fleet owners.
- Life Insurance – Coverage for individuals, families, and seniors.
- Medicare Supplement & Advantage Plans – Assistance in choosing Medicare options.
- Health, Disability & Long-Term Care Insurance – Customized plans for unexpected health challenges.
For more details, visit our Insurance Solutions page.
We offer personalized consultations to assess your unique needs and recommend the best coverage options. Schedule an appointment by calling (605) 705-6501 or visiting our Contact Us page.
Yes! Our business insurance offerings include:
- Commercial Insurance – Liability, property, and business-specific policies.
- Trucking Insurance – Protection for owner-operators and fleets.
Visit our Insurance Solutions page to learn more.
You can request a quote by:
- Calling us: (605) 705-6501
- Filling out our online form: Visit our Get a Quote page.
