Mission Statement

At C.M. Smith Financial, we have the client – and only the client – in mind.

Our mission is to help provide your financial security today and far into the future. We do this by getting to know and understand your financial health and well-being in order to assist you in developing and implementing a strategy designed to allow you to reach financial independence sooner than if you had not formulated a plan of action.

Our commitment is to help you improve your long-term financial success by delivering an unprecedented level of personalized service. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.