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32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. At Smith Wealth Management Group,. We help you navigate the path to financial independence that’s right for you, providing the confidence and clarity you seek across your entire financial life. Your unique vision for the future drives your path toward financial independence.Yet, journeys seldom follow a straight course unencumbered by obstacles along the way. Learn more >. Financial Planning >.

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32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. At Smith Wealth Management Group,. We help you navigate the path to financial independence that’s right for you, providing the confidence and clarity you seek across your entire financial life. Your unique vision for the future drives your path toward financial independence.Yet, journeys seldom follow a straight course unencumbered by obstacles along the way. Learn more >. Financial Planning >.
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Home | Smith Wealth Management Group | smithwmg.com Reviews

https://smithwmg.com

32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. At Smith Wealth Management Group,. We help you navigate the path to financial independence that’s right for you, providing the confidence and clarity you seek across your entire financial life. Your unique vision for the future drives your path toward financial independence.Yet, journeys seldom follow a straight course unencumbered by obstacles along the way. Learn more >. Financial Planning >.

INTERNAL PAGES

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1

Financial Planning

http://www.smithwmg.com/p/financial-planning

32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. Financial planning is at the very core of the life planning services we offer to individuals and families seeking to build, protect and manage wealth over time. Retirement income planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals. Savings and Emergency Funds.

2

Investment | Smith Wealth Management Group

http://www.smithwmg.com/resource-center/investment

32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Rule of 72.

3

Estate | Smith Wealth Management Group

http://www.smithwmg.com/resource-center/estate

32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Principles of Preserving Wealth.

4

Trust Services

http://www.smithwmg.com/p/trust-services

32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. Together with The Private Trust Company we can assist you with these and other needs:. Family Office Group Relationships. Check the background of your financial professional on FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, GA, IL, IN, NJ, NM, NV,...

5

Retirement Planning

http://www.smithwmg.com/p/retirement-planning

32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. We understand the unique needs and challenges investors face who are retired or about to retire. It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first to help manage taxes and maximize income potential. Meet retirement income needs, desires and expenses. Traditional and Roth IRAs. The LPL Fin...

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Home | Smith Wealth Management Group

32123 Lindero Canyon Rd. Ste. 204-A. Westlake Village, CA 91361. Phone: 805.558.9847. Welcome to Smith WMG. At Smith Wealth Management Group,. We help you navigate the path to financial independence that’s right for you, providing the confidence and clarity you seek across your entire financial life. Your unique vision for the future drives your path toward financial independence.Yet, journeys seldom follow a straight course unencumbered by obstacles along the way. Learn more >. Financial Planning >.

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