Women And Wealth
Over the past century women have taken a greater role in handling finances. To that we say bravo! More women have entered the workforce, obtained high-level management positions, and opened their own businesses. Many have taken over the driver's seat when it comes to day-to-day management of the family budget and planning for retirement. Women have come a long way and they're prepared to continue on a path to gain more financial knowledge.
- Women and Retirement Planning
- Loss of a spouse
- Social Security Survivor's Benefits
- Planning for Remarriage
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Money Moxie
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420 E. South Temple Suite 420 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.
Securities licensed: all states except AL, CT, DE, ME, MT, VT, TN, NJ, ND, RI, SD, NH, WV, NC and DC. 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, OR, TX, UT, VA and WA.
