Smith Financial Management Welcome to Smith Financial Management's website, where you will find a wealth of educational information. There are various tools on this site, including newsletters, calculators, and research articles. We are confident that these resources are helpful as we work together to help you map out your financial future. |
Irene Smith
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 How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the cost of your child’s education, based on the variables you input. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate how much income and savings you may need in retirement. |
About Us
May 21, 2012 @ 04:21 PM
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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Ø Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Ø Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: CA, NY, WA Securities, advisory services, and insurance products are offered through Investment Centers of America (ICA), member FINRA, SIPC, a Registered Investment Advisor and affiliated insurance agencies. Smith Financial Management and ICA are separate companies. ICA does not provide tax or legal advice.
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