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Our Core Values

God leads our company • We strive to be the competition, not fight the competition • We work to over-deliver • We strive to have a servant heart • We do what’s right, even when no one is looking • Our handshake is our contract and our word is our bond • We strive to be nimble • We welcome and expect input from our advisors • We focus on our unique abilities and help others focus on theirs • Always share – never hold back

Latest Articles

Family

My Estate Plan – A Will vs A Trust

Just the idea of having a trust seems complicated…but is it? The truth is that not having a trust in certain situations creates significantly more complications than having one. Then[…]

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October 2, 2024 0
Election

2024 Election and Taxes

Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. As we[…]

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September 19, 2024 0
Story

What Do You Want Your Story to Be?

Have you ever looked in the mirror and thought- whoa, that can’t be right? Who is this old person staring back at me? As funny or not so funny as[…]

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September 12, 2024 0

Customer 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

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.