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Saving for Your Grandchildren: A Gift That Can Grow for Generations
What if one of the most meaningful gifts you could give your grandchildren wasn’t something they could unwrap? What if it was a financial head start? Grandparents often look for[…]
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Do You Have Something to Retire To?
When most people think about retirement, the first things that come to mind are usually financial: Will I have enough money? When can I afford to retire? How much should[…]
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Do You Have an I Love You Plan?
What would happen to your family if something happened to you tomorrow? It’s an uncomfortable question. Most of us would rather think about retirement, vacations, our next business goal, or[…]
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 (August 2026)