A complete list of active advisors currently associated with Smart Choice Financial Planning, Inc.
Warmer can help you find a great advisor at Smart Choice Financial Planning, Inc. or one who fits your needs even better.
Smart Choice Financial Planning provides financial planning, retirement and estate consultations, and portfolio monitoring to individuals, families and small business clients without requiring account minimums. Services include project-based financial planning, periodic portfolio reviews, and an ongoing portfolio monitoring offering. The firm emphasizes a primarily passive, low-cost investment approach and documents client objectives and risk tolerances in written investment policy statements to guide asset allocation and rebalancing. Portfolio monitoring clients are served on a non-discretionary basis, so trades are executed only with prior client approval. Compared with many independent advisers, the firm does not bill on a percentage-of-assets basis and operates on project or fixed-fee arrangements while maintaining a fee-only, no-commission practice. It manages roughly $96 million for about 80 clients as a single-advisor, CFP-certified practice that allows customized asset allocations and client control over included asset classes.
To learn more about the advisors currently working at Smart Choice Financial Planning, Inc., 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 |
|---|---|---|
St. John, IN
| 21
|
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