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Retirement Blunders
So, you’ve finally reached retirement—congratulations! But before you pop the champagne and splurge on a sports car or exotic vacation, take a deep breath. Retirement isn’t just a long vacation—it’s[…]
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Everyone Wants Success… But What Does Success Really Mean?
Everyone wants to be successful—but ask ten people to define success, and you’ll probably get ten different answers. Recently, we attended a leadership forum with some of the most accomplished[…]
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What Are the 8 Life Planning Issues?
When it comes to money, everyone seems to have an opinion. Talk to your friends, family, coworkers, or neighbors, and you’ll likely hear ten different answers to the same financial[…]
Read moreCustomer Relationship Summary
Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.
Customer Relationship Summary (SMG Form CRS) SMG ADV Part 2A (March 2026)