Latest Articles
What Are the 8 Life Planning Issues?
When it comes to money, everyone seems to have an opinion. Talk to your friends, family, coworkers, or neighbors, and you’ll likely hear ten different answers to the same financial[…]
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Is Your Credit Score Important in Retirement?
After decades of paying bills on time, managing debt responsibly, and building excellent credit, retirement may feel like the finish line. The mortgage is paid off, the kids are grown,[…]
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Is Your Life Dehydrated?
Have you ever felt exhausted, irritable, or disconnected and couldn’t quite put your finger on why? Recently, I came across a devotional from Medi-Share, a Christian healthcare sharing ministry, that[…]
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 (March 2026)