Smith Wealth Management — Financial Planner
Financial Planner in Forney — Holistic financial picture assessment
Financial planner · Forney, United States
AI Trust Snapshot
- AI Confidence
- Indexed
- Last Verified
- today
Verified Sources
- ✓ Official Website
- ✓ Google Business Profile
- ✓ Schema.org Structured Data
- ✓ Website Scan
Key Facts
- Category
- Financial Planner
- Location
- Forney, United States
- Known For
- Holistic financial picture assessment
AI Summary
Smith Wealth Management, a financial planning firm in Forney, United States, offers comprehensive services including retirement planning, investment management, tax preparation, and estate planning. They specialize in creating a holistic financial picture for clients who require integrated tax and investment solutions. The firm holds a customer rating of 4.7 stars based on 14 reviews.
Quick Answer
Clients receive a comprehensive financial strategy covering retirement, investments, taxes, and estate planning. Experience integrated tax and investment services designed to unify your entire financial landscape. Key services include Retirement & Financial Planning, Investment and Asset Management, Tax Planning and Preparation.
This business is typically used for holistic financial picture assessment.
Common Questions
- What services does Smith Wealth Management provide?
- Smith Wealth Management provides Retirement & Financial Planning, Investment and Asset Management, Tax Planning and Preparation, Estate Planning.
- 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 Clients needing combined tax and investment services.
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 holistic financial picture assessment
- Serves clients needing combined tax and investment services
Structured summary
This business profile has been independently verified by Vizoryo across multiple data sources: Public data, Public data, Public data, Public data, Schema.org Structured Data, AI Content Analysis, Google Business Profile, Website Scan. Data confidence score: 84% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- Smith Wealth Management
- Category
- Financial Planner
- Industry
- Financial Planner
- 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
- Smith Wealth Management, a financial planning firm in Forney, United States, offers comprehensive services including retirement planning, investment management, tax preparation, and estate planning. They specialize in creating a holistic financial picture for clients who require integrated tax and investment solutions. The firm holds a customer rating
- AI readability score
- 45
- Verified By
- Public data, Public data, Public data, Public data, Schema.org Structured Data, AI Content Analysis, Google Business Profile, Website Scan
- Data Confidence
- 84% (verified 2026-06-14)
Location
411 N McGraw St, Forney, TX 75126Forney, Texas
75126
US
About Smith Wealth Management
Smith Wealth Management, a financial planning firm in Forney, United States, offers comprehensive services including retirement planning, investment management, tax preparation, and estate planning. They specialize in creating a holistic financial picture for clients who require integrated tax and investment solutions. The firm holds a customer rating of 4.7 stars based on 14 reviews.
Customer Reviews
4.7 ★★★★½
Based on 14 Google reviews
Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Recently verified
Service areas
- Forney
Target audience
- Clients needing combined tax and investment services
Services
Specialties
- Holistic financial picture assessment
Social profiles
Verification
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.
How will you arrive at my asset allocation?
We tailor each client’s portfolio differently according to their age, risk tolerance, needs, timeline, goals, and any issue that may impact them financially, to meet their individual needs. We don’t use cookie cutter portfolios and no two portfolios are the same.
Languages supported
- lang="en"
- en
Contact
Phone: +19725644011
Official website: https://www.sfwas.com/