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.
Financial Planning
Our advisors develop comprehensive strategies for clients that allow them to make informed financial decisions.
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Investment Management
We specialize in tailoring investment strategies to fit our client's current situation while identifying future opportunities.
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Risk Management
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.
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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.
Helpful Content
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Rightsizing for Retirement
What does your home really cost?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.