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Today, nearly 63 million Americans — about one in four adults — serve as caregivers, and most provide that care unpaid. Many find themselves balancing the needs of their children[…]
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Legendary basketball coach John Wooden once said, “It is what we learn after we know it all that counts.” That quote perfectly captures one of the greatest challenges in retirement[…]
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