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Welcome to Smith, Moses & Company

At times it can be challenging to become financial independent. At SMC, we know how to disrupt the status quo and want to help you do the same.

Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Planning

Planning

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Wealth Management

Wealth Management

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.
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Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.
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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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