SMS Financial

Links & Client Education

A core value of SMS Financial is a commitment to client education and knowledge.  We want you as an active participant in your financial affairs.  Your questions are welcome and we will do our best to provide answers. Here are some web sites that answer some frequently asked questions:

Budgeting

Personal Finance Calculators

The Basics of Charitable Giving

Saving for College

The Basics of Estate Planning

The Basics of Insurance

The Basics of Long Term Care Insurance

Investments

  1. ETFs
  2. Stocks
  3. Mutual Funds
  4. Bonds

Retirement Planning

What Financial Records Should I Keep and How Long? (See also: IRS.gov official page)
Disclaimer

The SMS Financial LLC site has been designed for informational purposes only. We reserve the right to make modifications at any time, without notice. No information contained on the site constitutes investment advice. Your use of this information does not constitute a client relationship. Past performance does not guarantee future results.

The information provided is in no way intended as an offering or a solicitation of a security which may be referenced in the site. It is not intended for distribution to, or use by, any person in any jurisdiction where such use would be contrary to law or regulation, or which would subject SMS Financial LLC to any registration requirement with such jurisdiction. SMS Financial LLC is not offering services in states were we are not properly registered. Please call for the most current information on such registration.

Copyright © 2017

Unless specifically authorized in writing, any and all information on this site may not be reproduced, transmitted, displayed, distributed, published or otherwise used.

Internet Links

At certain places on this SMS Financial LLC Internet site, live links to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations, or individuals independent of SMS Financial LLC. SMS Financial LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Links are being provided for information purposes only.

Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by SMS Financial LLC.