SMF Financial Advisors
There is no one better than your accountant to help you understand, organize, implement, and monitor your overall financial picture.
SMF Financial Advisors, LLC provides a centralized financial and investment advisory approach that integrates income tax planning, estate tax planning, and financial planning with institutional quality investment advisory services.
Our relationships with our clients and our colleagues are characterized by trust, respect, caring and consideration. SMF Financial Advisors offers the same professionalism, superior technical competency, and quality service in the area of financial planning that you have always received in the areas of tax, audit, and accounting. Now, not only can you continue to receive financial advice from your trusted advisor, but you can also implement that advice through SMF Financial Advisors LLC.
Our Approach
In a coordinated effort targeted towards helping you achieve your goals, we've brought together the resources and combined expertise of the most seasoned professionals. We have partnered with the finest investment and financial service firms in order to provide an organized approach to a complete financial planning package. These professionals were chosen because of their commitment to excellence, the integrity with which they conduct themselves, and values that mirror those of Sax Macy Fromm. .
By working with SMF Financial Advisors you will receive:
- Comprehensive personal planning to help you identify your financial goals, analyze alternative solutions, and select the best course of action;
- Guidance in the selection of a professional team best suited to your particular needs and circumstances;
- A well diversified tax efficient portfolio designed for the specific goals and objectives of our clients;
- Qualified professionals who will manage the implementation process;
- Continuous oversight and analysis to ensure that you stay on target to achieve our goals; and Regularly scheduled meetings where you can ask questions and gain an understanding of your historical performance and your progress.
