Our Services

The Power of Experience
With many years of industry experience, SMG Partners is positioned to lead our clients in developing and maintaining insurance and investment portfolios. Our range of expertise includes:
• Financial Strategies
• Estate Planning
• Retirement Plans
• Investments
• Annuities
• Charitable Giving
• Business Insurance
• Executive Compensation
• Employee Benefits
As a registered representative of MML Investors Services, LLC., we offer mutual funds and can access a full range of investment products. In addition, we can search the marketplace for the best insurance plan to fit your individual needs.
SMG Seminars

We believe an educated consumer is our best customer. 

With this in mind, SMG Partners presents a range of educational seminars. Topics include basics of investing, planning for retirement, protecting wealth and income, financing a college education, and more.