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Tax Planning

Tax-Efficient Retirement Income 700 350 sgi@smithgroupinc.com

Tax-Efficient Retirement Income

Help clients comprehend how their income sources interact to affect their taxes, and how planning now can help control taxes later.

Separately Managed Accounts 700 350 sgi@smithgroupinc.com

Separately Managed Accounts

A detailed look at a professionally managed investment program for higher-net-worth clients.