Smith Wealth Management

Smith Financial & Associates, P.C. and Smith Wealth Management is a Retirement, Financial Planning, and Tax Preparation firm which specializes in assisting small businesses and individuals. With over twenty-five years of experience, we decided years ago to create a business model focused on you and the need for more complete, honest, informed, and convenient advice for investors, individuals, and business owners by holding a high standard of fiduciary responsibilities. We offer a wide range of Financial products, Income Tax Services, Bookkeeping Services and Insurance products to meet the most unique needs of any individual and business.

Our mission and purpose is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your specific situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our motto is, "We Work Harder for You!"

• Serving the Forney Area Since 1999.
• Same Location
• Independent

• Mr. Rich Smith, Jr.
  Financial Advisor, CFP®, Enrolled Agent
  411 N McGraw St

  Forney, TX 75126
  Phone: (972) 564-4011
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Off the service road by the Pinson Road bridge