|Welcome to the Smith Financial Advisors Website!
The goals of the Smith Financial Advisors of Hilliard Lyons team are as follows:
In today's ever changing economic and political environments, investors face challenging markets and global events that can affect investment assets. As you know, events and markets are not always predictable. With 99 years of collective experience in the financial
service industry, our team is able to provide insight and perspective to our clients during comfortable, as well as, difficult times. Investment returns are important to us, but before all else, we are committed to helping our clients manage the financial
risks they encounter throughout their adult lives.
- Provide timely advice and counsel to our clients
- Develop effective communication lines for client understanding and comfort
- Develop an investment strategy designed expressly for each client
- Monitor investors' progress and attainment of goals
- Provide prompt, efficient and friendly service
Our primary focus is financial planning with an emphasis on retirement. We assist clients in building wealth during the accumulation phase and more importantly, assist with income planning during the distribution phase. We offer complimentary consultations
for individuals throughout the tri-state region as an initial step in the process.
The client relationships we develop, both personally and professionally, are of paramount importance to our team. Trust, integrity, experience and service are more than words for Smith Financial Advisors of Hilliard Lyons; they define the character of our team.
We value and respect our clients as individuals and seek long-term, mutually rewarding relationships.