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. 

 

Life Expectancy

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

Guarding Against Fraud

Three basic principles that could help consumers spot a fraudulent scheme.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

Bridging the Gap with a Spousal IRA

Couples might consider a spousal IRA to help keep the retirement savings of both spouses on track.

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