Live a Fuller, Richer Retirement

We want to help you with a plan designed to provide relief and confidence.

Learn how we can help
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Experience

Through bull markets and stock market dips, we’ve helped our clients stay on track through various types of economic conditions.

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Unbiased Guidance

Our financial professionals put each client’s needs at the forefront of all we do.

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Wide Product Selection

As an independent firm, we have access to a wide selection of financial products, rather than being limited to one big-box company’s suite of products.

About Stewart Smith Financial

Stewart Smith Financial was founded with a singular purpose in mind: To help people just like you live the lives and retirements they desire and deserve.

We do this by earning trust, talking straight and treating you like family. We do it by identifying investment and insurance products to help create a strategy that is as unique as you are. We do it through regular communication and collaboration that allows us to adapt your plan to your ever-changing goals and circumstances.

Bottom line, we do it.

Meet Stewart Smith Financial
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Download the first chapter

How Can You Expect the Unexpected?

In truth, you can’t really. But you can prepare for those “what if?” or “just in case” moments life all but guarantees will come our way eventually. In his book, “Live a Fuller, Richer Retirement,” Stewart Smith discusses the importance of getting your finances in order (before disaster strikes), and how to go about it. Within these pages you’ll discover:

  • How proactive planning can help support your retirement ambitions
  • Why a retirement plan should be based on more than just your investments
  • Some of the wide-ranging issues that can occur during retirement that you’ll want to be prepared for—just in case
  • And much more!
Download now

Our Services

We offer services in the following areas to help you pursue your retirement goals.

Put Your Hard-Earned Assets to Work.

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve What Belongs to You.

Asset Protection Strategies
Life Insurance
Tax-Efficiency Strategies
Long-Term Care Plans

Provide for the People and Causes You Cherish.

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
IRA Legacy Planning

Insurance products are offered through the insurance business Stewart Smith Financial. Stewart Smith Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Stewart Smith Financial are not subject to Investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Stewart Smith Financial is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Any statements referring to preservation of assets are not a guarantee or prediction of future performance.  Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.