Our Qualifications

So…Where Do You Want To Be?

When it comes to planning your future, a dream is a great starting point. At SMG Partners we’ll work with you to begin the process of turning your dream into reality.

Within the "team" that works with SMG

We have created Strategic Alliances with many other companies to bring full service to your business and personal needs.


 SMG and their Strategic Alliances are experienced professionals in:

Business Evaluation/Valuation
• Succession Planning
• Advance Designs in Executive Benefits 
• Tax Planning (Tax Regulation, Proactive Planning)
• Will’s and Trusts

SMG has been working with individuals and businesses nationally for years.

Each of our agents has extensive personal and professional experience.

Offices in:  Colorado, Washington DC, Virginia, Oklahoma, Pennsylvania, Nevada, California

?Services offered through strategic alliances or other outside entities are not endorsed by MML Investors Services, or its affiliated companies.