Have you noticed almost all brokerage firms, brokers, financial planners, and insurance agents are doing things the same way they did in the 1990's? Well, times have changed dramatically in the following ways: mixed economic indicators, war and rumors of war, higher life expectancy rates, low savings rates, high oil prices and more! We have recognized these changes and have adjusted our strategies to tackle your financial concerns in the 2000's.

Here are a few of the adjustments we started implementing back in 1999:
  • Abandon and replace archaic "buy & hold" strategies that don't work any more
  • Eliminate or reduce exposure to "underperforming" and unnecessary "risky" assets
  • Reduce & eliminate unnecessary insurance expenses
The question is, are you willing to change your thinking and methods to meet the ever-changing environment?

All of the other firms tell you they are "the best!", but most of them only care about one thing, themselves. At Smith and Associates Inc, we have a different approach -- our belief is that if it's not in your best interest, we won't recommend it!

Our family owned business since 1996 has the following mission:
  • Help Clients Participate in Rising Markets
  • Preserve Principle in Falling Markets
  • Increase Fixed Interest Rates and Retirement Income
  • Reduce Taxes by Repositioning Assets
  • Lower Overall Insurance Costs With a High Quality Provider
  • Estate Planning and Distribution to Heirs
       
 

Unhappy with your current
•• investments? We can help

Unhappy with low fixed interest
•• rates? We can help

Frustrated with the rising costs
•• of insurance? We can help

Paying too much on your
•• income taxes? We can help

Looking for a second opinion on
•• your finances? We can help



 

Smith & Associates Inc. Financial Services
5317 Oak Park Road
Cary, Illinois 60013
(877) 766-8552 toll free
(847) 516-5446
(847) 516-5476 fax
©2005 Smith and Associates Inc. Financial Services

Investments and advisory services offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AZ, CA, FL, OH, IL, IN, MI, TN, TX, VA and WI. Smith & Associates Inc and Lincoln Financial Securities Corporation are not affiliated. Website design by project36 Chicago