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								Is Planning for Retirement Different Today in the Age of Artificial Intelligence?
At first glance, this might sound like a rhetorical question — of course things are different! But let me tell you, the answer isn’t as simple as you might think.[…]
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								Pocketbook Power Plays: 5 Ways to Free Up Cash Right Now
Let’s be real—everything feels more expensive these days. A few years ago, most of us had at least a little breathing room in the budget. Now? Inflation has eaten that[…]
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								Do You Really Want a Successful Retirement?
Have you ever listened to an elite pianist who composes their own music? For years, I was blessed to sit in church on Sundays and experience the magic of one[…]
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