About

About

Vision 

Smith Financial Management is dedicated to providing creative financial solutions for successful business owners, high income and high net worth individuals. 

  • By teaming with CPA’s, Attorney’s and other Professionals, Irene helps delivers integrated strategies for wealth accumulation and distribution.   
  • Irene educates and empowers her clients to take control of their financial lives.

Our commitment to you includes:

  • Do what we say we are going to do
  • Tell you the truth, especially when you may not want to hear it
  • Comprehensive planning
  • Regularly scheduled reviews
  • Up to date financial advice and investment planning
  • Current information on the economy and your investments via e-newsletters and emails
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