Smart Money Financial Group is committed to helping serious people make smart choices with their money, because money doesn’t come with instructions. First, by developing a custom written financial strategy, and secondly, implementing it, so you can achieve the financial lifestyle and wealth management you deserve for the reasons that are most important to you. Financial success is not a right or entitlement, so if you are seeking a secure financial future, it is up to you to take action. It is never too soon or too late to take control of your financial future. Anyone who chooses to be casual about their finances, will end up a financial casualty.
Smart Money Financial Group’s mission is to create an environment that allows us translate our clients values, goals, and beliefs into a custom written financial strategy in order to fund a day of complete financial independence as defined by the client. This custom financial strategy will have specific actions needed on specific dates to create, accumulate, protect, and distribute their wealth in the most efficient manner. This will ultimately allow our clients the highest probability to achieve their goals for the reasons that are most important to them, while providing peace of mind throughout the entire process, until all their goals are achieved, regardless of what is going on in the economy.
In order to best serve our current clients, Smart Money Financial Group currently invites only 100 new clients a year, this works out to approximately 8 per month, to join our select clientèle of financially committed individuals. So, as you think of the people whose lives you would like to enrich by sharing a positive client/advisor relationship, these are the type of clients who we work with:
Do you know your financial goals? If not, how do you expect to hit your targets? Let us specifically customize a comprehensive report and plan together with you.
Do you need an expert in the mortgage industry that can assist you with the integration of your home loan into your overall short and long term financial goals?
Our team can assist you in a professional manner to help create significant discounts and / or a more flexible payment schedule to your current debt restructure.
Retirement is one of the most important life events. Retiring comfortably involves an extensive process, which takes sensible planning and years of persistence.
Insurance is a vital element of any sound financial plan. Protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.
Truly great investments rarely jump onto your lap. Let our team show you unique opportunities that the vast majority of the general public are not exposed to.
Smart Money Financial Group is committed to helping serious people make smart choices with their money, because money doesn’t come with instructions.
Below are a few of the investment opportunities that our valued clients have greatly benefited and profited from. We structure each investment uniquely to maximize return opportunities and mitigate risk. Contact us today for more information.
Everyone needs sound financial advice and competent assistance to implement an integrated financial program.
Smart Money introduces you to better ways to leverage your time and your money so that you can have more of both. They are very enthusiastic in helping and supporting people. I know they have a lot of people they work with and “big fish” clients as well, yet they give a lot of attention to me when I need it.
Smart Money has the ability and skills to put things together so that there are solutions where there didn’t appear to be any before. Most financial advisors or estate planners just go by the book. The genius of the staff is that they have amazing skills and tools to do more.
Basic professionals didn’t have a clue! I had very basic questions and yet no one seemed to be able to answer me. I couldn’t find someone who had unshakable certainty about what they were talking about until I met with Smart Money. Because of them, I feel more supported. The more I asked “out of the box” questions, the more I was impressed. I now know that I will not be strangled by taxation, which is very important to me as an entrepreneur.
What I like most about Ron is how genuine he is. He is the first to help other people. Ron never solicited anything to me. Never. Anything we have done together has been a result of my personal initiation, or my wife’s initiation. Ron has never said anything that he was going to do that he didn’t do, and he has never say anything that he wasn’t going to do that he did do.
Smart Money Financial Group
9633 Market Place, Suite #201
Lake Stevens, Washington 98258
Phone: (888)560-7119 Fax: (888)317-6598