SMART financial planning

419-944-2570

Fax: 419-866-9322
No photo available for this business

Business Information

Fixed Indexed Annuities, Roth IRAs, IRAs, SEPs, Simple plans, 401K rollovers, Pension rollovers, Retirement planning, Financial planning, Guaranteed principal and guaranteed growth, Income stream and Wealth building, Retirement, Health Insurance, Life Insurance, low risk, investments, Lifetime income
Fixed Indexed Annuities, Roth IRAs, Tranditional IRAs, Small Business plans including SEPs, Simples, and Key employer insurance, 401K rollovers, Pension rollovers
Fixed Indexed Annuities, Roth IRAs, Tranditional IRAs, Small Business plans including SEPs, Simples, and Key employer insurance, 401K rollovers, Pension rollovers
2004
Better Business Bureau, NAPA, Perrysburg Chamber, Maumee Chamber, Holland Springfield Chamber, Rossford Business Association
MONDAY:9:00AM-5:00PM
TUESDAY:9:00AM-5:00PM
WEDNESDAY:9:00AM-5:00PM
THURSDAY:9:00AM-5:00PM
FRIDAY:9:00AM-1:00PM

Business Description

Licensed independant agency specializing in retirement planning. Investments can be contractually guaranteed to protect your principal and growth from any risk of loss. We show you how to create an income stream for your lifetime while still growing your money. We also offer life insurance products and health insurance products.

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