A complete list of active advisors currently associated with SMAART LLC
Warmer can help you find a great advisor at SMAART LLC or one who fits your needs even better.
SMAART LLC provides holistic financial planning, investment guidance, tax planning and preparation, and small-business accounting and bookkeeping for middle-income individuals, families, and small businesses. Services also cover retirement and estate planning reviews, insurance analysis, payroll support, notary and document preparation, and the sale of fixed-benefit and property-and-casualty insurance products. The firm tailors advice around each client’s tax situation, cash flow and risk tolerance, using public third-party research and internal analysis to build portfolios that commonly emphasize no-load mutual funds, U.S. government bonds, CDs, high-quality corporate bonds and selective equities. Advice and implementation are delivered through retainer agreements (full and specific retainers) with scheduled meetings and options for monthly billing or ACH/credit-card payment. Distinctive features include an integrated tax and accounting capability — staff hold IRS Enrolled Agent certification and the firm provides in-house tax preparation and small-business accounting alongside advisory services — and maintained insurance licensure permitting the sale of fixed insurance products. SMAART’s use of retainer/subscription-style engagements combined with accepting commissions for certain fixed insurance products, while disclaiming variable annuity sales, is an uncommon combination among its peers.
To learn more about the advisors currently working at SMAART LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hialeah, FL
| 6
|
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