SMS Financial LLC provides perceptive analysis and competitive asset management to build and manage wealth for individuals and small businesses. We are financial stewards who offer integrity and excellence in financial planning and investment portfolios. We measure our success by the success of our clients.
Our clients are our partners. Together we have a single goal and that is to reach the clients’ financial target, and as partners, we share the responsibility for success. Therefore it is important for our clients to understand our mission statement and the values that support our company. Our mission statement focuses on our commitment to you; our values state our priorities in this commitment; and client responsibilities look at what we will need from you.
The SMS Financial LLC site has been designed for informational purposes only. We reserve the right to make modifications at any time, without notice. No information contained on the site constitutes investment advice. Your use of this information does not constitute a client relationship. Past performance does not guarantee future results.
The information provided is in no way intended as an offering or a solicitation of a security which may be referenced in the site. It is not intended for distribution to, or use by, any person in any jurisdiction where such use would be contrary to law or regulation, or which would subject SMS Financial LLC to any registration requirement with such jurisdiction. SMS Financial LLC is not offering services in states were we are not properly registered. Please call for the most current information on such registration.
Copyright © 2010
Unless specifically authorized in writing, any and all information on this site may not be reproduced, transmitted, displayed, distributed, published or otherwise used.
At certain places on this SMS Financial LLC Internet site, live links to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations, or individuals independent of SMS Financial LLC. SMS Financial LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Links are being provided for information purposes only.
Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by SMS Financial LLC.