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
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.