Portfolio Management Tailored To You

By taking the time to get to know each of our clients, we have been able to help countless investors design and implement an investment plan that puts the future they envision within their reach.

Because no two investors are the same it is important that your portfolio be customized specifically to you. You need to know that your investment advisor understands your goals, and is managing your portfolio in accordance with these.

Your financial picture

At Mark Smith Financial Services the process begins with you. Your advisor will sit down with you and take the time to understand your complete financial picture. A number of factors are considered in order to determine the proper strategy and overall financial plan that is right for you. Understanding your specific financial goals and your time frame for reaching them is the first important step. If you are nearing or in retirement, you need to assess how long you will be relying upon your assets to support you and what your cash flow requirements will be over that period.

Your expert financial and retirement planning advisor will analyze these and other factors with you in detail. From there we can begin to help you build a plan that will get you on the path to where you want to go.

Managing your portfolio accordingly

Once we have gotten to know you, we will create a portfolio and implement a financial plan perfectly suited to you. We will always stay in regular contact with you to keep current with your financial picture. In this way we ensure that your needs are constantly reflected in the daily management of your portfolio.