SMG Financial
SMG Financial, located in Portage, MI, offers a comprehensive suite of financial services, emphasizing a holistic approach to retirement planning and asset management. The firm specializes in areas such as Medicare, Social Security, tax management, and estate planning to empower clients in navigating their financial journey with confidence.
Dedicated to providing fiduciary financial advice, SMG Financial aims to prioritize clients' best interests through tailored strategies and proactive solutions. Their unique planning methodology, known as the bucket plan, addresses the complexities of post-retirement financial needs, ensuring a sustainable income stream and adequate healthcare planning for clients.
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