Smart Money Solutions

Retirement Advisor and Financial Planner

Call UsCall us at
312.613.8500

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• Once my financial plan is completed, will our relationship end?

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No. Depending on your need, the initial engagement of services may end. However, many of our clients understand that financial planning is a process, not a program that ends once engaged. Things are constantly changing!  We will continue to work with you and periodically review your situation to make sure you remain on track and make necessary changes and updates.

Services

  • Estate Planning
  • Annuities
  • Split Annuity Income Strategy
  • Life Insurance
  • Other Services
  • Financial Inventory
  • Financial Calculator
  • In The News
  • Social Security
  • Make a Budget
  • Shredding Checklist
  • Articles
  • Smart Solutions Radio
  • 7 Financial Blind Spots

Contact Us

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