Welcome to Smith, Frank & Partners
Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals. We focus on C-Level executives, entrepreneurs, and other professionals who require highly specialized financial and advisory services. Our services include personal financial planning, wealth management, and risk management. Each division of Smith, Frank & Partners specializes in a specific financial discipline and works as a team to help achieve your financial objectives.
Our advisors develop comprehensive strategies for clients that allow them to make informed financial decisions.Learn More
We specialize in tailoring investment strategies to fit our client's current situation while identifying future opportunities.Learn More
We assist clients in developing a plan in the event that they live longer than expected, die too soon, or get sick or hurt and have a loss of income.Learn More
Building Your Financial Independence
We provide personalized and thoughtful guidance to assist clients in helping achieve their financial goals and the tools necessary to make informed decisions to preserve their financial future. We create a detailed financial blueprint and act as a personal CFO working closely with our clients to understand their unique situation and goals, helping them work through the obstacles that may stand in the way of building their financial future.
As their financial architect, we help maintain a balance between sustaining their lifestyle and leaving a legacy. Our clients take comfort knowing that we have the experience necessary to put their personalized plan in place and the expertise to guide them.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Second marriages are a trigger event to revisit any existing estate strategies.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding the economy's cycles can help put current business conditions in better perspective.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how to set up your financial goals for success? This knight does.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?