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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are four very good reasons to start investing. Do you know what they are?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
In the face of divorce, making changes to insurance coverage may be overlooked.
Tax preparation may be the perfect time to give the household budget a check-up.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Peer-to-peer payment apps are one of the newest ways to send money.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.
There’s an alarming difference between perception and reality for current and future retirees.