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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
It may help your business be better prepared in the event of the death of a principal or key employee.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
These food myths will really put a drain on your wallet.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, cracking the code on bonds.
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know these three personal finance sayings?