What We Do For You
Aaron M. Smith Services
At Aaron M. Smith Financial Group we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, written retirement plans and thoroughly manage every aspect of retirement so that you can rest easy, knowing that your assets are well-positioned to match your personal goals and to help provide reliable income in retirement.
We believe it’s important for our clients to understand everything we do because when life happens, your goals and financial needs may change. Aaron M. Smith Financial Group may offer exactly what you—or the people you care most about—are looking for. Discover our wide range of services and why we’re different.
Schedule Your Complimentary Review
The biggest obstacle for many couples and families is figuring out how they will fund retirement. If you’re like most people, qualified retirement plans, Social Security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement income sources. Aaron M. Smith Financial Group focuses on providing dedicated advice and support to new and current retirees.
Over long periods of time, the stock market has historically trended up. But over shorter periods of time, stock market volatility and losses are common and unpredictable.
You have spent decades saving for retirement. Market volatility, the potential for losses, emotional decisions, and bad sequences of returns can sink a retirement ship within just a few years. Discover how we can help you manage market risk while providing an upside potential!
The best financial planning is conducted with taxes in mind. Aaron M. Smith Financial Group brings proficiency in both and recognizes tax planning and wealth management as two halves of one comprehensive financial plan.
When entrusting your finances with Aaron M. Smith Financial Group, every investment decision will be considered through the lens of long-term tax implications.
Whether you are looking for enhanced growth, income preservation, tax deferral, or reassurance in volatile markets, our broad suite of variable annuities complements a wide range of retirement income strategies.
Don’t miss an opportunity to preserve and grow your hard-earned assets while managing market risk. We’ll review and offer options that are best suited for your overall retirement needs and help your savings stretch to and through retirement.
Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
*The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.
You deserve the guidance and expertise to ensure your insurance needs are taken care of. Unlike other agents, we represent multiple insurance companies, enabling them to help you get the best fit for your specific needs.
Click on our offerings to learn more:
