Smedley financial services, Inc.

In your own words, describe your practice. What makes your practice different from the rest?

We believe in helping you live a meaningful life by focusing on your values and goals as the basis for your financial plan and strategy. As a full service wealth management firm, we integrate everything from asset management to social security strategies to help you through the transitions of your life.

Describe an ideal client for your practice, in general.

If you value the freedom that financial security can provide, whether to build a better life, provide for your family and future generations, or to give to charities, we can help empower you to live the financial life you value.

Describe your customer service model.

We strive to always place our clients' needs first. Frequent communications and regular face-to-face meetings allow us to have open and honest discussions.This helps us to keep our clients informed of changes that may impact them financially. It also keeps us up-to-date on their changing lives.

What is your investment philosophy?

We believe that a consistent investment strategy is critical in this rapidly changing world. We work hard to identify opportunities while focusing on these key objectives:

* You must protect what you have.

* You should be compensated for the risk you take.

* Your investment strategy should mirror your values and goals.

Do you offer financial planning? If so, would you care to elaborate on your process?

Our process begins with a discovery of who you are--your values, goals, and dreams. This information along with Social Security, sources of income, and other critical factors, is used to create your personal financial plan.We will update your plan to keep it relevant as your...