Latest Articles
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[…]
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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[…]
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)