Welcome

"Appropriate information along with creative solutions delivered at the right moment is a powerful tool."

Randy Smith - Managing Principal / Co-Founder

 

At Smith, Frank & Partners our Financial Professionals are advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help our clients maximize value and minimize risk of their assets.

Our Professionals are registered to conduct securities and advisory business through NFP Advisor Services, LLC a subsidiary of National Financial Partners, Corp. With these resources in place our team can facilitate the complex corporate and personal financial decisions our clients must make.

We invite you to explore our newly redesigned website to learn more about our capabilities and how our team can help you in the following areas: Financial Planning; Investment Management; Wealth Strategies and Consulting Services. Should you have any questions, or if you would like more information on our firm, please feel free to email us at info@smithfrank.com or call us at 972.490.4377. We look forward to hearing from you. 

 

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Using Life Insurance to Retain MVPs

An executive bonus plan funded with cash-value life insurance could be used to attract, reward, and retain valuable employees.

Controlling Health Insurance Costs

An HDHP paired with a health savings account may offer tax advantages and could help save money on medical costs.

Stability and Liquidity: Money Market Mutual Funds

The appeal of money market mutual funds despite yields near zero since the recession.

HOT TOPIC: Wild Ride: Understanding Market Volatility

Some reasons behind current market movements and why investors should refrain from emotional reactions.

More Newsletters →