Products & Services
At C.M. Smith Financial we provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchase Plans
- Profit Sharing Plans
Insurance
- Disability Income
- Life Insurance
- Long Term Care
Executive Benefits
- Split Dollar Life Insurance
- Supplemental Disability Insurance
- Deferred Compensation
- Supplemental Executive Retirement Plans (SERP)