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PROVIDING THE STEPS TO A SMOOTH FINANCIAL FUTURE

Smooth Financial provides personalized financial guidance to help you navigate life’s big decisions with clarity, confidence, and ease.

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  Our Suite Of Services

We specialize in comprehensive financial planning and wealth management tailored to your unique goals. Whether you’re planning for retirement, building your investment portfolio, or looking to preserve and grow your wealth, our experienced advisors provide clear, personalized guidance every step of the way. With a focus on long-term success and financial peace of mind, we help you make informed decisions today for a more secure tomorrow.

WEALTH MANAGEMENT

Smooth Financial Wealth Management offers comprehensive services that combine financial planning, 401K rollover services, investment management, and specialized strategies to grow and safeguard your wealth.

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FINANCIAL PLANNING

Smooth Financial’s Planning Service focuses on creating a strategy to manage your money and build an independent financial future.
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401K MANAGEMENT

(FOR EMPLOYERS)

Tailored retirement programs for employers and advisors that focus on client service, education, integrations, and maximizing fiduciary protections.

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  Our Mission

Providing Customized, Strategic, Successful Retirement Solutions

At Smooth Financial, we offer a full suite of personalized financial solutions to help you navigate every stage of life with confidence. From tailored financial consulting and strategic investment planning to comprehensive wealth management and retirement planning, our goal is to simplify the complex and guide you toward lasting financial independence. Whether you’re growing your wealth or planning for the future, we’re here to help you make smart, informed decisions – smoothly and securely.
Brent Teague 

Managing Partner

  Our CLients

Supporting clients locally and nationally with a community feel and a national reach

Local Lifelong Clients

Million in client assets

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FINANCIAL PLANNING

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  THE SMOOTH BLOG

Educate Yourself…

Welcome to the Smooth Financial Blog—your go-to resource for insights, tips, and advice on all things finance. From market updates and investment strategies to retirement planning and money management, our blog is here to keep you informed and empowered on your financial journey.

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