Quick Overview
Which One Are You?
At Smith, Frank & Partners we primarily work with clients who come from three distinct groups:
- Business Owners/Entrepreneurs
- Professionals (doctors, attorneys, CPAs, etc.)
- Executives
The common thread running through each of these groups is that they are extremely busy and must leverage their time through delegation. Most have assembled a team to assist them in accomplishing the organization's stated objectives. They surround themselves with key managers who assimilate large amounts of information, and present only the best methods and strategies for consideration. By leveraging their time at work, our clients are able to achieve higher goals and accomplish much more than they could on their own.
However, when our clients go home each night they are likely the ones being delegated to. They are off to soccer practice with the kids, heading up a scouting meeting, spending time with the grandkids, attending a PTA meeting at school, or helping with homework. The list is never ending. Financial planning is high on the list of priorities, but never seems to make it to the top.
We Let You Do What You Do Best — Make Decisions.
We have structured our firm in a way that allows us to create the same environment in our office as our clients enjoy in theirs. We leverage our clients' time by working together to create a plan, and then we go back to work to find the best solutions for our clients. We present the best strategies, and our clients do what they do best: make decisions. We then implement the strategies and periodically review the plans to ensure they continue to meet our clients' objectives.
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
Smith, Frank & Partners, LLC is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.