Give you more time to utilize your strengths. Free up your time to focus on what you enjoy doing, and that which gives you the greatest results for your effort and time.
- Propose an overall financial plan—including retirement plans, company 401(k) or savings plans, or defined benefit plans.
- Work in harmony with your stated desires.
- Present your complete financial proposal and outline of steps for implementation.
- The SMART Group Houston plan will be uniquely customized for you and will contain proprietary strategies developed by SMART Group or its associates. Partial implementation may not produce desired results.
For business owners:
In addition to the steps above, we may introduce you to appropriate outside resources.