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. 

 

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Cyclical vs. Defensive Stocks

Cyclical and defensive stocks differ and consumer spending and economic growth may affect various sectors of the stock market.

Protecting Your Most Precious Asset

Why all parents should have a will, regardless of any material assets they may possess.

Should I Stay or Should I Go? Easing into Retirement

Two strategies that might help those who are considering retirement make a smoother, more confident transition.

Funding a Succession Plan with Insurance

How life and disability insurance can be used to fund two different types of buy-sell agreements.

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