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Do You Really Have Enough Life Insurance?
(Probably Not—And Here’s Why) It’s a question most people avoid asking: Do I need life insurance—or more of it? The truth? Nearly 102 million Americans say they’re either uninsured or[…]
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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[…]
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How Much Will Uncle Sam Benefit from the Sale of Your Business?
Last week, we talked about the Top 3 Costly Mistakes in Transitioning Your Business. Notice who didn’t make that list? Uncle Sam. Why? Because if your business can’t even attract[…]
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