HOW SMITH ANGLIN FINANCIAL COMPARES TO OTHER SERVICES
Standard Advisor
Target Date Fund
Fee
1% or less
1% or more
Administrative
Investment Management
Comprehensive Financial Planning
Usually additional cost
?
Fiduciary Duty
?
Dedicated Advisor Team/High Touch
Sophisticated Tax Planning
Tax Preparation
Downside Investment Protection
Medicare Planning
Social Security Optimization
Estate and Legacy Planning
Pension Analysis
Retirement Cash Flow Optimization
Education Planning
Life Insurance Evaluation/Needs Analysis
Long Term Care Evaluation/Needs Analysis
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