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.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
To choose a plan, it’s important to ask yourself four key questions.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A change in your mindset during retirement may drive changes to your portfolio.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”