Advanced Planning Techniques
Advanced planning goes beyond basic investing to focus on the other aspects that are important in your financial life. The four areas of focus are: wealth protection, wealth enhancement, wealth transfer, and charitable gifting.
- Estate Planning Basics (Video)
- Advanced Estate Planning (Video)
- Estate Planning Key Numbers
- Stretch IRAs
- Life Insurance and Estate Planning
- Life Insurance and Charitable Giving
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1/26/2014 - NABCAP write up from Utah Business Magazine regarding Smedley Financial....
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Smedley Financial Services | Financial Advisors Salt Lake City Utah
102 S 200 E Suite 100 PO BOX 4133, Salt Lake City, UT 84110-4133
Phone: 1 (800) 748-4788 or 1 (801) 355-8888 Fax: 1 (801) 355-1912 Email: info@SmedleyFinancial.com
Securities offered through Securities America Inc., Member FINRA & SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Rodney A. Walker, Shane P. Thomas, And Mikal B. Aune, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc. ® Smedley Financial Services, Inc. ® and Securities America are not affiliated. Form ADV
IMPORTANT CONSUMER DISCLOSURE
Smedley Financial Services, Inc. ("Smedley Financial") is an SEC registered investment adviser located in Salt Lake City, Utah. Smedley Financial and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Smedley Financial maintains clients. Smedley Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Smedley Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Smedley Financial's web site on the Internet should not be construed by any consumer and/or prospective client as Smedley Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Smedley Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Smedley Financial, please contact the SEC or the state securities regulators for those states in which Smedley Financial maintains a notice filing. A copy of Smedley Financial's current written disclosure statement discussing Smedley Financial's business operations, services, and fees is available from Smedley Financial upon written request. Smedley Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Smedley Financial's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Located in Salt Lake City, Utah | Securities licensed in the following states: AE, AK, AR, AZ, CA, CO, FL, HI, IA, ID, IN, KS, LA, MA, MI, MO, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WY. Insurance licensed: AZ, CA, GA, ID, MO, NE, NV, OK, TX, UT and WY. RIA registered in AZ, CA, CO, FL, GA, ID, LA, NE, NV, NY, OR, TX, UT, VA and WA.