Client Portal
FP Portal
Find A Pro Near You
FP Portal
Find A Pro Near You
Check out the background of this investment professional on FINRA’s Broker Check
Check out the background of this investment professional on FINRA’s Broker Check
How Your Money Mentality Should Change in Retirement
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Therefore, many of us look forward to the …
Establishing a 401(k) Plan for Your Employees? Here’s How a Financial Advisor Can Help
If you’re considering offering an employer-sponsored retirement plan, a 401(k) is a popular option for small business and large corporations alike. In 2020 t…
Retirement Traps to Avoid
Think We’re a Good Match? A Helpful Guide for Referring Us to Your Friends & Family
It’s never easy to ask something of our clients, but we believe in the mutual benefit of a good referral. Because we enjoy working with you, the chance…
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment…
4 Ways to Teach Your Kids About Money
As you focus on raising the next generation, we’re sharing our top four ways to teach your kids about something that’ll stick with them for the rest of their…
6 Ways to Stay Financially Fit in 2022
The new year is here, and your resolutions are probably well underway. While you may set goals to get more physically fit, it is also important to consider y…
Understanding & Conquering the Bad Behavior That Affects Your Financial Wellness
Being financially literate means you have a good grasp on your finances, as well as what are considered positive financial habits. Maybe you contribute to yo…
Understanding Your Risk Tolerance: 5 Easy Steps
This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for t…
6 Common Money Management Mistakes Made By Millennials
Money management can be difficult but is absolutely necessary. One or two bad financial habits can quickly lead to growing debt, and even cause you to come u…
Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here’s What to Start Doing Differently Right Now
You work your entire life and save diligently in order to enjoy your retirement. It sounds simple, enough, but the realities of preparing for retirement can …
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people…
Copyright © 2022 SmartPro Financial LLC. All Rights Reserved.
