Our Services

Eric Smith Financial Services offers independent financial management and advice in the following key areas:

  • Investing
  • Managing your financial risks
  • College funding
  • Tax Preparation
  • Funding for retirement and living the life you dream of in retirement
  • Managing your estate

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

Contact Us To Get Started