SMART financial planning

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General Info

Licensed independant agency specializing in retirement planning. Investments can be contractually guaranteed to protect your principal and growth from any risk of loss. We show you how to create an income stream for your lifetime while still growing your money. We also offer life insurance products and health insurance products.

Services/Products

Fixed Indexed Annuities, Roth IRAs, Tranditional IRAs, Small Business plans including SEPs, Simples, and Key employer insurance, 401K rollovers, Pension rollovers, Fixed Indexed Annuities, Roth IRAs, Tranditional IRAs, Small Business plans including SEPs, Simples, and Key employer insurance, 401K rollovers, Pension rollovers

Associations

Better Business Bureau,NAPA,Perrysburg Chamber,Maumee Chamber,Holland Springfield Chamber,Rossford Business Association

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Details

Phone: (419) 944-2570