© 2017 Smith Investment Management 

Can We Assist You In Reaching Your Retirement Goals?

Are you currently Retired? 

  • Are you satisfied with your current investments? 

  • Are you getting enough income?

  • Do you know what rate of return your investments need to make so you don't outlive your assets? 

If you are not satisfied with your answers to these questions please call Dave Smith today at 419-966-3925, and schedule a 30 minute no-obligation consultation to get the answers to your questions, and see if our approach is right for you.

Are you nearing Retirement?

  • Do you have a realistic retirement plan with adequate saving and investing goals in place?

  • Are you satisfied with our current investments?

  • Have you contributed to an IRA or ROTH IRA this year?  Do you have a 401k that you have left at a former employer?

  • Have you inherited an IRA, or other investment assets? 

If you are not satisfied with your answers to these questions please call Dave Smith today at 419-966-3925, and schedule a 30 minute no-obligation consultation to get the answers to your questions, and see if our approach is right for you.

Is Retirement decades away? 

  • Have you contributed to an IRA or ROTH IRA this year?  

  • Do you have a 401k that you have left at a former employer?

  • Have you inherited an IRA, or other investment assets? 

If you are not satisfied with your answers to these questions please call Dave Smith today at 419-966-3925, and schedule a 30 minute no-obligation consultation to get the answers to your questions, and see if our approach is right for you.

More important questions to ask yourself...

  • Is my money in the right place? 

  • Am I getting the attention I deserve? 

  • Is my advisor always objective when making recommendations?

  • What are we really being charged? And is it eating into our returns? 

  • Is my advisor a fiduciary? Is he always a fiduciary?

If you are not satisfied with your answers to these questions please call Dave Smith today at 419-966-3925, and schedule a 30 minute no-obligation consultation to get the answers to your questions, and see if our approach is right for you.