We are a Consulting firm, and our primary objective is to review and educate our clients on what they already have from the past and give them an update for the present with an understanding of any suggested new options. With this working knowledge from our client, we work with our strategic partners gathering data to provide back to our client on what may be best practices in planning for them.
Our experts work on goal setting and to educate on the best use of tax code and legal doctrine on what the client can maximize on saving in taxes for today and in the estate and business down the road.
We listened, and what we heard from individuals and business owners over the years were;
The first thing out the door is that they did not want to list out their assets to the Advisor. Many of their issues started with individual “people” problems that lead to money issues.
They want a place they could sit down and talk with an expert without the pressure of a sale of a product or investment.
They want to hear and learn of creative ideas that could be put in place for their family, their partners, their estate, and business.
They want help in developing a plan and understand how “LIFE” and “PLANNING” could work together in a non-threatening way within their complex business or family/extended family. (This is not typically done with an attorney)
SMG Advisors created “The Peace of Mind Program” to honor the thoughts above. SMG Advisors does not sell any product or investment we do consultations.
Our goal is to build trust with our client from day one. We have a process that will provide knowledge and understanding, whom to talk to (finding the right expert), design ideas and planning techniques that the customer can implement on their own or with their advisor.