Welcome to Smith & Atkinson: a full-service company focusing on retirement  and estate planning. 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 do not hesitate to Contact Us.