Worldwide Finance Awards 2020

36 Acquisition International - 2020 Worldwide Finance Awards mith Financial Group creates financial plans designed around clients’ income and assets, by taking into account the timing, taxation, growth and protection of their wealth. Typically, clients are successful individuals seeking to ensure their income and assets are maximized, and their wealth will serve them for a lifetime. As each client has a specific goal in mind, each plan is completely personalized. Every customer experience begins with asking; “What is the outcome YOU are looking for?” Each financial plan is created through a step-by-step process that highlights the goals of the client. Whether that plan includes retirement or estate planning, tax or risk management, education funding or any of the other services offered by Smith Financial, clients are guaranteed the security of knowing they are in the hands of professionals equipped with expertise across all types of investments. The step-by-step process is explained fully, so that the client never feels out of control of their financial future. Key to Smith Financial’s success is the personable but ambitious nature of Smith and his team. The culture within the organization is of a small but friendly community, that ensures all clients feel they are working with someone who holds their best interests at heart. Clients are frequently invited to dinners and webinars, so as to establish a warm relationship between the firm and its clients. Smith Financial Group believes that a plan is a powerful thing. Based in Austin, Texas, the firm is committed to developing personalized financial plans, using the company’s nineteen years of expertise to support each of their clients’ goals. We spoke to founder Michael J. Smith about what it is that makes his company the first choice in alternative investment and financial planning. Best Alternative Investment & Financial Planning Firm – Texas S However, Smith Financial is not to be underestimated. Taking on board the advice of a mentor, Smith says he is sure to ‘always look for people who aren’t me!’ when recruiting. This means his team offer a diverse skillset, meaning every need a client may present is covered. He also seeks people he can rely on, with integrity and excellent people skills to ensure the ethos of customer service remains central to every project. Smith himself is also dedicated to consistently educating himself and his team about alternative investment options. Taking advantage of conferences, webinars, podcasts, Smith ensures his way of thinking never stagnates, keeping motivated by constantly seeking opportunities. All the work carried out by Smith Financial is therefore done so to a very high standard. Adaptable and dependable, Smith Financial is committed to offering service delivered on time, that has been completed thoroughly and effectively. As a result, the company is growing and developing, even in the midst of a global pandemic. Offering assistance and advice to clients has never been more vital than during such unprecedented times, as clients become uncertain of how the US economy will react. However, through thorough knowledge of the US market and the machinations of investment and understanding of a client’s goals, fears and motivations, Smith and his team are able to continue offering advice and direction in financial planning. So, what’s next for this firm? Simply, expansion. As Smith says, “I feel that I have been on a 19-year journey of learning and growing. I also believe our best years are ahead. I've always said that Smith Financial Group is a big business in its beginning stages. There is a lot of growth ahead of us! I can't wait!”. Currently the priority might be all about working with more clients and continuing to support the business created, but the focus will shift to developing partnerships with similar organizations who understand their mission and want to develop their own businesses in the same way. The website will also see an update as Smith Financial’s digitization increases, using webinars and videos to help clients and prospects gain greater understanding of the industry, and how Smith Financial can help them in planning their own financial futures. Smith Financial Group will be one to watch as it continues its growth into a major player within the financial planning sector. Contact: Michael J. Smith Company: Smith Financial Group Web Address: www.smithfinancialgrouponline.com