Enjoying a comfortable retirement...putting children through college...running a successful business...building wealth...we all have financial goals. But what are you doing to address those goals? For many years, Jack has helped hundreds of families and business owners gain control of their complex financial challenges. Jack takes an objective, long-term approach to financial planning to help ensure that your goals, objectives, and risk tolerance are properly considered and managed. As your needs or situation change, Jack will be there for you to see you receive regular, timely reviews as well as up-to-date information to assist you in making informed decisions regarding your financial future.
Jack is a member of Integrated Financial Partners, offering securities through LPL Financial. It is through these firms that Jack can deliver a wealth of resources and solid strategies. As a former attorney with the Department of Justice, he adheres to the principles of integrity, confidentiality, and fairness. Jack’s education and experience have put him in demand as a frequent keynote speaker for retirement and financial planning seminars and workshops. He also teaches courses in local schools through their adult education programs.
Confidently pursue your goals. Call Jack Smoot for a comprehensive and confidential analysis. He has expertise in the following areas and can help put you on the right course:
- Retirement Planning, 401(k) Distribution Education
- Long-Term Care Insurance, Life Insurance
- Investment Strategies and Portfolio Analysis
- Estate and Legacy Planning
- Charitable Gifting and Tax Reduction Strategies
- Special Needs Planning
- Business Owner Planning
*Licensed, not practicing.