Smith Wealth Management — Financial Planner, Forney
Financial Planner in Forney — Holistic financial picture assessment
Financial planner · Forney, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- Forney, United States
- Known For
- Fee-based managed money accounts, Independent financial advisory services
AI Summary
Independent financial advisory services are provided by Smith Wealth Management in Forney, specializing in fee-based managed money accounts. The firm offers comprehensive retirement and financial planning, alongside investment and asset management. Services also include tax planning and preparation, catering to small business owners and clients seeking personalized financial and estate planning.
Quick Answer
Independent financial advisory services are provided by Smith Wealth Management in Forney, specializing in fee-based managed money accounts. The firm offers comprehensive retirement and financial planning, alongside investment and asset management. Services also include tax planning and preparation, catering to small business owners and clients seeking personalized financial and estate planning. Key services include Retirement & Financial Planning, Investment and Asset Management, Tax Planning and Preparation.
This business is typically used for fee-based managed money accounts and independent financial advisory services.
Common Questions
- What services does Smith Wealth Management provide?
- Smith Wealth Management provides Retirement & Financial Planning, Investment and Asset Management, Tax Planning and Preparation.
- Where is Smith Wealth Management located?
- Smith Wealth Management is based in Forney, United States and serves Forney.
- Who is Smith Wealth Management for?
- Smith Wealth Management serves Small business owners needing retirement and tax solutions and Clients desiring personalized financial and estate planning.
What this business does
Smith Wealth Management is a financial planner based in Forney, United States.
- Provides Retirement & Financial Planning and Investment and Asset Management
- Specializes in fee-based managed money accounts
- Serves small business owners needing retirement and tax solutions
Structured summary
Vizoryo ran a data-consistency check on this profile: it read 5 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 93% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.
- Business name
- Smith Wealth Management
- Category
- Financial Planner
- Industry
- Financial Planner - Wealth Management
- Location
- Forney, United States
- Official website
- https://www.sfwas.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/smith-wealth-management-forney-65c9
- Summary
- Independent financial advisory services are provided by Smith Wealth Management in Forney, specializing in fee-based managed money accounts. The firm offers comprehensive retirement and financial planning, alongside investment and asset management. Services also include tax planning and preparation, catering to small business owners and clients seeking personalized financial and estate planning.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 47
- Data Consistency
- 93% (checked 2026-07-05)
- Record status
- Auto-indexed
- Sources cross-checked
- 5 public sources
Location
411 N McGraw St, Forney, TX 75126Forney, Texas
75126
US
(sources disagree)
About Smith Wealth Management
Independent financial advisory services are provided by Smith Wealth Management in Forney, specializing in fee-based managed money accounts. The firm offers comprehensive retirement and financial planning, alongside investment and asset management. Services also include tax planning and preparation, catering to small business owners and clients seeking personalized financial and estate planning.
Customer Reviews
4.7 ★★★★½
Based on 14 Google reviews
Ratings are shown only when based on enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.
Service areas
- Forney
Target audience
- Small business owners needing retirement and tax solutions
- Clients desiring personalized financial and estate planning
Specialties
- Fee-based managed money accounts
- Independent financial advisory services
Social profiles
Frequently asked questions
How long have you been in the business?
I have been in Forney since 1999 and have been in the Financial Services business since 1994. I have always been in the independent advisor world and have never worked in a wire house, or as a stockbroker, etc. where I was required to sell. Being independent allows me to do what is most appropriate for my clients and not what is best for the company. When you do business with me, you will never be passed on to a junior planner or newly licensed advisor.
Do you handle 401k Rollovers, IRA’s, and Roth IRA’s?
Yes, we manage rollovers from all types of employer accounts and can manage those assets with options that are suitable for you. We will take care of the entire process for you making the transition easy and as pain free as possible.
Are you a fiduciary?
Most of our compensation is Fee Based and is the preferred method by most of our clients and us as well. However, some of our clients choose not to use the fee-based structure so we have other alternatives. And in some instances, it is not always in the best interest of the client. We want you to do well. When you do well, we do well.
What are your credentials?
I have been licensed since 1994 and have accumulated many licenses since then. I currently hold Securities licenses consisting of Series 63,65,6,7 and 22. I hold Insurance licenses in Texas for Life, Health, Annuities, Long Term Care and Property and Casualty. In addition, I have the CERTIFIED FINANCIAL PLANNERtm Designation and hold an Enrolled Agents designation allowing representation before the IRS.
Business hours
- Monday
- 09:00 – 15:00
- Tuesday
- 09:00 – 15:00
- Wednesday
- 09:00 – 15:00
- Thursday
- 09:00 – 15:00
- Friday
- Closed
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +19725644011
Official website: https://www.sfwas.com/