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How Long Will Your Money Last?

"We simplify retirement planning so you can be confident your money will last

as long as you do, because you should be living life - not worrying about it!"

We've helped lots of people plan for retirement, they are usually in better shape than they think.

We can do it for you too, it's actually 3 Easy Steps!

Meet Our Team

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Wade

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I'm your Fiduciary Advisor

here at Smith & Wyatt.

I look forward to helping you plan for your future whether you are just starting out, retiring or somewhere in between.

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Lynn

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Hi & Welcome to Smith & Wyatt!

I handle our marketing & the reporting side of things.

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Noura

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Hey there! 

I take care of our Client Relations.

Making sure your experience is personal & professional.

Our Team

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Questions?  We can help!

We look forward to meeting you!

Investment Advisory Services offered through Smith & Wyatt, a Registered Investment Adviser.  Investing involves risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.  Past performance does not guarantee future results.  Consult with a financial professional before making any investment decision. 

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