Welcome to SMG Partners, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Where Are You Now?

Where Do You Want To Be?


Your answers to these two questions form the foundation of a strategy for your financial security.  That's why we begin each new client relationship by listening.  At SMG Partners our mission is to always put our clients' needs first, listening carefully to their priorities and aspirations before making any recommendations. We help our clients make informed, confident decisions based on a personalized, long-term financial strategy. Since your needs may evolve with time or with changes in your life, we stay in touch to help ensure that you always own the right mix of investments and insurance protection.


Whether your time horizon is five years or fifty, you can rely on SMG Partners to guide you through your life's financial decisions.

At SMG Partners, we hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. 



SMG Partners - Advanced Designs for a Brighter Future