Latest Articles
6 Lessons from an Estate Litigator
What do you want your family’s holidays to look like after you’re gone? Most people answer that question without hesitation. “I want my kids to still gather around the table.”[…]
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Downsizing for Retirement
A rancher and his wife were finally ready for a new chapter. After decades of hard work, they decided it was time to sell the family ranch. They dreamed of[…]
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The Real 80/20 Rule: Why Progress Beats Perfection
You’ve probably heard of the 80/20 Rule, also known as the Pareto Principle. It’s often used in business, health, finance, and productivity, suggesting that 80% of your results come from[…]
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)