Our Team

Our Team

Who is Smith Financial Management 

Irene Smith founded Smith Financial Management on the premise that many business owners and high income individuals need comprehensive, tax efficient planning strategies to help maximize income and build a more secure retirement.  

We offer an individually focused, coordinated approach to help clients reach their life planning goals.   Our approach to financial planning covers these main areas:

  • Company Retirement Plans
  • Executive Benefit Planning 
  • Investment Planning 
  • Retirement and Asset Distribution Planning 
  • Insurance Planning 
  • Estate Planning 
  • Tax Planning 
  • Divorce Related Financial Planning
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