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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

Digital

Be Prepared for the Inevitable or Unexpected in Today’s Age

Preparing for the inevitable, or the unexpected, is not something that a lot of people like to think about. And today’s high-tech world is creating numerous, unintended challenges for loved[…]

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November 13, 2024 0
Wheelchair

The Dirty Dozen of Long-Term Healthcare Stats

48% – The chance that you will need some type of paid long-term care services in your lifetime. 1 70% – The chance that you will need some type of[…]

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November 7, 2024 0
Family

IRAs and Estate Planning

When you start your career in life planning and wealth management you realize every day is like drinking from a fire hose. As time goes on…it doesn’t really change. Unfortunately,[…]

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October 23, 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.