SMS Advisory Group

Specialties

As independent financial advisors, we create plans that help people have more income than what they need and leave a guaranteed inheritance for their family which is free from taxes and government interference.

You must have enough assets of course for us to help you utilize these strategies.

We are a Fee-​Based Registered Investment Advisory firm that proudly acts as a Fiduciary for our clients. This means we have a legal obligation to put our clients interests first, far before our own. This is true in all recommendations we make.

The services we offer include:

Retirement Income Planning

Wealth Accumulation

Asset Protection

Annuities

Income Planning

Long-​Term Care Strategies

Tax Minimization Strategies & Tax Planning

Legacy Planning

IRA & 401(k) Rollovers

History

Established in 2007.

Our business is about:

People and their financial well-​being.

Putting you first over companies or products. Period.

Providing the highest level of service with uncompromising integrity.

Assisting our clients in attaining their financial objectives is our focus.

Communicating with our clients clearly and frequently.

Continuing education is integral.

That is why we formed, to give all investors and their families the best possible source for financial advice so that they can keep more of what they make. We connect with clients to provide objective advice and guidance when selecting the appropriate course of action. Then we handle the details, so you can relax in the knowledge that your investments are properly managed. It’s a logical approach that makes sense for investors looking to accumulate, retain, and distribute their wealth in the best possible way.

Meet the Business Owner

Lee W.

Business Owner

Let the experience we have of over 20 years help you navigate through the financial services arena– which includes insurance and financial analysis.

We are licensed in several financial disciplines and we always put our clients interest first.

Our drive and passion comes from a desire to help people position themselves so that they have a secure financial future in which they are free from the stress of financially related issues.