Client Portal

FP Portal

Find A Pro Near You

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

News & Tips

Posted on: November 30, 2021

Should Your Financial Planner Live in Your Area? How to Decide Between Virtual & In-Person Advising

Money is one of the most personal and important aspects of your life, meaning you may feel more comfortable trusting someone you can get to know in person. B…
Posted on: November 18, 2021

Here’s a Reminder About the Importance of a Diversified Portfolio

When a major event hits the news, it’s natural to wonder how that could impact you and your investments. Should you be concerned, or is your portfolio prepar…
Posted on: November 8, 2021

You’re Biased Toward Your Own Money. Here’s What We Can Do About It

In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But wh…
Posted on: October 28, 2021

Could Inflation Affect Your Retirement Plans?

Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying power of many …
Posted on: October 15, 2021

The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents

As a parent, you have one of the most important jobs in the world – raising and encouraging the next generation. Some parents, however, may find that they’re…
Posted on: October 5, 2021

9 Questions to Ask Yourself During the Estate Planning Process

The estate planning process can feel overwhelming and forever ongoing – especially if you’re taking it on alone. As you try to address every possible questio…
Posted on: September 30, 2021

Understanding the Correlation Between Mental & Financial Health

Approximately 20 percent of adults are impacted by mental illness.1 If you, or someone you know, is struggling with their mental health, you may find financi…
Posted on: September 20, 2021

The Economic Impact of Hurricanes: Protecting Yourself & Your Home

Hurricanes are one of the most damaging natural disasters. In fact, from 1980 to 2020, the total approximate cost of damages from weather and climate disaste…
Posted on: September 10, 2021

5 Ways to Find Your Financial Independence This Year

Achieving financial independence is a goal that almost everyone has. It brings you the personal freedom to do what you want. For most people, however, debt i…
Posted on: August 30, 2021

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…
Posted on: August 12, 2021

5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life

The events of last year may have taken a toll on your financial situation. For those who had a financial advisor during that time, they were guided through a…
Posted on: July 22, 2021

5 Techniques to Overcome Financial Stress

Money is the second leading cause of stress amongst adults. If you find yourself worried about your financial wellbeing, you’re not alone – and there are thi…

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

Copyright © 2021 SmartPro Financial LLC. All Rights Reserved.