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Do You Really Want a Successful Retirement?
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What Is Your Money Really Making—After Taxes and Inflation?
Your account statement might say you earned 10%, but is that really what you get to keep? Not exactly. Once taxes and inflation step onto the scene, the picture changes—sometimes[…]
Read moreCustomer Relationship Summary
Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.
Customer Relationship Summary (SMG Form CRS) SMG ADV Part 2A