Smith & Atkinson

A Premier Financial Planning Company

Welcome to Smith & Atkinson a full-service company specializing in retirement  planning and estate conservation. Financial Planning is not just for the wealthy but for anyone who needs help and answers for their money and goals.

 

As personal financial professionals, we can

  • Help you clarify and define your goals
  • Recommend options that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Review your financial progress
  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at  757-875-2327 or toll free 1-888-543-3010 or e-mail us at (info@smithatkinson.com). We will be happy to help. We look forward to talking with you.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

More Newsletters →