Welcome!
 
Smith Financial Services is an independent financial planning firm and Registered Investment Adviser  headquartered in Boston, Massachusetts. We provide objective, fee-only financial advice to individuals and families. Our services include, but are not limited to, retirement planning, college planning, insurance planning, and investment advice.

We offer attentive service and creative solutions suited to your unique situation and place an emphasis on client education and empowerment. Our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you to overcome uncertainty, take control of your finances and move confidently toward your goals.

Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically — or easily. Squeezed by the demands of daily life, you may know the importance of planning for a secure financial future, but have placed it on the back burner. The good news is that financial planning doesn't have to be an overwhelming burden. It is a tool that's available to everyone, rather than a luxury for a select few.


 
40 Richview Street
Boston, MA   02124-5740
Phone 617-296-2695    Fax 617-296-2693
Jim@SmithFinancialBoston.com
2018 Smith Financial Services. All rights reserved.