Our Services
Joel Smith & Associates, LLC offers a variety of services from fee-only financial plans and advisement to commission accounts. In addition, the company partners with top national custodians, attorneys, accountants, business intermediaries and other leading professionals, building not only a customized plan, but a personalized team to facilitate extensive client services as well.
At Joel Smith & Associates, LLC, we provide expert assistance in the following areas:
For Individuals and Families:
- Financial Planning - Determining Needs, Goals and Strategies
- Investment Advisement - Portfolio Design and Monitoring
- Insurance Solutions - Life, Disability and Long-Term Care
- Annuity Investments - Fixed and Variable
For Businesses and Government:
- Retirement - Qualified Plans and Pension Plans
- Executive Benefits - Executive Bonus and Non-Qualified Deferred Compensation Plans
- Company Benefits - Disability, Life, Health and Long-Term Care Insurance
- Business Planning - Cross Purchase and Key Man Plans
For more information on how you can attain wealth and abundance, security and freedom, contact us today.