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Smart Vestor

Money Smart


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Financial Planning & Tax Planning

Financial Planning & Tax Planning

We believe the financial plan is the foundation to an investor’s success. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.

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Investment Management

Investment Management

What contributes to your financial success more than anything else is making a plan, and sticking with it. Easier said than done, with today’s headlines! That’s where we come in! We make sure your plan isn’t derailed by current events.

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Retirement Income Planning

Retirement Income Planning

Using the latest in retirement income projecting software, we’re able to put together custom retirement income plans that are low cost, tax efficient, and flexible.

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Social Security Planning

Social Security Planning

Social Security is complicated! It’s not just about what strategy provides you the most Social Security. What’s more important, is when looking at all of your assets, income & taxes, what strategy will benefit your retirement the most.


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Educational Classes

Educational Classes

We offer educational classes at universities, libraries, and community centers across the Midwest. In addition we offer virtual learning options for people all over the country. 

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Legacy Planning

Legacy Planning

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Legacy planning is more than just passing on your wealth, its about your leadership continuing. 


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Why Us!

Why Us!

Retirement is the biggest financial decision of your life, and many of the decisions that you make can't be undone.
Putting together the buckets that go into a retirement income plan takes skill, training and experience that the average financial planner doesn’t have. What you need is someone who is a specialist and looks at the big picture.
Remember, retirement planning doesn’t mean you must retire. It just means that you want to get to a point where your financially independent and don’t have to go to work. A point where you can choose what you want to do and how you want to spend your time. The right planning will get you there faster!


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<p>Social Security: Five Facts You Need to Know</p>

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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<p>Estate Management Checklist</p>

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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GETTING STARTED

Generally our services start after someone has attended one of our educational classes either online or in person, and has additional questions. If you haven’t attend one of our classes and would like to get some of your questions answered, you will need to complete a set of Pre-Meeting Questions. Once we receive those, we reach out to schedule a complimentary introductory meeting. All of our services start with a complimentary consultation

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