Revisiting The 4% Rule
Consolidated Appropriations Act.
2020 Year-End Tax Tips
2020 Year-End Charitable Giving

Planning Your Financial Future

With our exclusive LifePhase180° financial planning tool, your Smith Moore financial advisor will help you make the most of your current financial situation and develop an integrated financial strategy designed to fit your unique needs throughout all phases of your life.

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Canada. An extended, real family of hikers (mature Caucasian father, two multi-ethnic daughters, and Asian uncle) stops to explore a lake in a wilderness park. Seymour Provincial Park, North Vancouver, British Columbia, Canada.Set Your Course for Tomorrow

At Smith Moore, we provide financial guidance for every stage of life through a comprehensive investment approach that evolves as you move through every key milestone of wealth planning: Accumulation, Distribution and Legacy.

Your advisor will help you determine your needs and craft a detailed financial plan based on your investment objectives, current situation, risk tolerance and “time horizon” for reaching your goals.