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Services

Discover comprehensive financial services designed to address retirement income, risk management, and legacy planning, all tailored to your unique goals and priorities.

Our Process
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Stewart Smith Financial offers comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals and families. Their holistic approach integrates retirement planning, investment strategies, tax planning, and estate management, all designed to help clients build, protect, and transfer their wealth. With a focus on clarity and collaboration, they prioritize understanding each client’s unique goals to create personalized strategies that align with their financial aspirations. In addition to core financial services, Stewart Smith Financial provides specialized advice on business planning, charitable giving, and family legacy strategies. Whether you’re preparing for retirement, managing current investments, or planning your estate, their team strives to simplify complex financial decisions, empowering clients to feel confident in their financial futures.

We’re able to offer our services in English and Spanish to best fit your needs.

Retirement Income Planning

Retirement income planning is essential to maintaining your lifestyle and peace of mind throughout retirement. Our approach focuses on creating strategies that turn your savings into reliable income streams. By addressing key concerns like longevity, market fluctuations, and unforeseen expenses, we help you craft a plan that supports your financial goals. Whether through annuities, investments, or other income-generating options, we work to align your resources with your retirement needs. Let us guide you toward a strategy that helps you enjoy your retirement with confidence and financial clarity.

Are you asking yourself questions like these?

  • Have I truly saved enough for the retirement I want?
    Will my income support my lifestyle when I stop working?
  • What happens to my plan if the market takes a major dip?
  • Could I handle an unexpected healthcare or long-term care expense?
    Am I paying more in taxes than I need to in retirement?
  • Do I have the right estate plan and documents to pass on my wealth correctly?
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Retirement Risk Mitigation

Retirement risk mitigation is essential to protecting your financial future. Our approach helps minimize risks from market volatility, healthcare expenses, and unexpected tax burdens. By incorporating diversification, insurance, tax-efficient strategies, and thoughtful income planning, we work to shield your savings and align your resources with your goals. We focus on creating a flexible, comprehensive plan that adapts to changing circumstances, helping to reduce uncertainties and secure your retirement. Let us guide you in mitigating financial risks so you can confidently navigate the challenges of retirement and focus on what matters most.
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Estate & Legacy Planning

Estate and legacy planning is about more than protecting your assets—it’s about creating a plan that reflects your values and provides for your loved ones. We help you navigate complex decisions, from reducing tax liabilities to setting up trusts and charitable giving strategies. By working with trusted professionals, we create a plan tailored to meet your goals and aligned with your broader financial strategy. Let us guide you in creating a legacy that helps protect your family.
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Tax Planning

We develop strategies to help you keep more of what you’ve earned. Our tax planning process coordinates with your income, investments, and retirement goals to reduce unnecessary taxes today and over your lifetime.

We identify opportunities for tax-efficient withdrawals, Roth conversions, charitable giving, and legacy transfers — so your money works smarter for you.

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Medicare

Medicare can be complex, but we’re here to help simplify the process. Our Medicare Optimization services focus on understanding your unique healthcare needs and matching you with the right coverage options. Whether you’re approaching Medicare eligibility or reviewing your current plan, we provide personalized guidance to help you make informed decisions. By addressing gaps in coverage and optimizing your plan, we aim to provide clarity and confidence in your healthcare strategy, ensuring it aligns with your overall retirement goals. Let us guide you toward the Medicare solution that fits your life.

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864-775-5033

300 Executive Center Drive
Park 37 Business Park
Suite 104
Greenville, SC 29615

[email protected]

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