Smedley Financial Services, Inc.[R].
Position | SPONSORED SECTION: WEALTH MANAGEMENT |
102 South 200 East Suite 100 | Salt Lake City, UT 84111 | 801-355-8888
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 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, IN GENERAL, AN IDEAL CLIENT FOR YOUR PRACTICE.
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.
WHAT MAKES YOUR CLIENT EXPERIENCE UNIQUE?
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:
* Protect what you have.
* Be compensated for the risk you take.
* Invest according to your values and goals.
WHAT IS YOUR RISK-MANAGEMENT PHILOSOPHY, GIVEN THE VOLATILE MARKET CONDITIONS WE ARE EXPERIENCING?
Risk is synonymous with the stock market. Our team of professionals help create personal wealth plans and strategies that compliment your ability to take risk. Your assets are segmented with the goal to provide income during specific periods of time, reducing your risk as you age. We combine the...
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