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
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?