SmartPlan Investing

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SmartPlan Investing, the premier Investor Coaching company of S. Florida and Atl. Georgia. Our Purp I would love to hear from you.

Our goal is to educate and give investors useful information concerning the market and how to navigate through all the media hype, not to sell you something. However, we want to help every investor get and stay on the right track. We believe investors need a SmartPlan to get there, and that is why we offer solutions utilizing Nobel Prize winning Financial Science. Your financial future should not be based on predictions or guesses. We also invite you to join our all new SmartPlan Group. Due to facebook settings most people don't receive updates on business pages unless they specifically change their settings, but I have found that the groups are more beneficially to getting you the information and updates as they happen just like we facebookers have come to expect, so please join the SmartPlan Group : https://www.facebook.com/groups/356066204579344/?ref=br_tf

10/29/2026

When does money become part of your creative language? Creatives have a language for almost everything. Robroy, explores this question in his latest Ask Robroy column. TYPE Robroy in the SEARCH BAR at Georgiaentertainment.com and the latest column will appear at the top.

Randy Davidson Jezlan Moyet Jennifer Reynolds Lauren Spalding

10/08/2026

Good conversations with creative and entertainment professionals at the Georgia Entertainment Insider Event.

A lot of conversations came back to creativity, personal finance and our relationship with money.

Such as, " What role do you want money to play in your life?"

One creative stated "I just want to create."

We get it and see the passion.

When creativity is the priority, money still plays a role in the choices we make.

We talked about creative projects, creative risk and financial risk and what we want money to make possible.

What role do you want money to play in your creative life?

Sometimes it starts with a conversation.

https://www.georgiaentertainment.com/2026/08/ask-robroy-what-role-do-you-want-money-to-play-in-your-life/

jezlan moyet randy davidson jennifer reynolds elise riley elizabeth strickler collective

09/15/2026

Please join us in welcoming Anna to the SmartPlan Investing Team as our Client Operations Lead! 🎉

Anna is excited to serve our wonderful clients alongside Roy and Robroy Wiley. Her experience, energy, and perspective will be a wonderful addition to the team.

Welcome Anna, we’re so happy to have you with us! 💙

09/07/2026

Happy Labor Day from SmartPlan Investing! We hope you have a wonderful day to relax, recharge, and enjoy time with those who matter most.

We’ll be back in the office on Tuesday, September 8th, ready to assist you with your investment needs!

08/12/2026

“What role do you want money to play in your life?”

That question has changed for Robroy over the years.

He’s experienced the mixed emotions that can come with money. For a long time, money could feel like something to worry about, figure out or simply react to.

Changing his relationship to money changed its role in his life.

He sees that same tension when he talks with entertainment and creative professionals.

We know saving and investing matter. But knowing something intellectually doesn’t always make the emotional side of money easier.

Sometimes the real question isn’t

“ Should I save or should I invest?”

Its:

“ What do I want money to make possible in my life?”

That might mean more freedom, more flexibility, more time for your creative work or simply feeling less pressure about what comes next.

That’s the conversation behind Robroy’s latest Georgia Entertainment column, “ Ask Robroy: What role do you want money to play in your life?”

What do you want your money to make possible?

https://www.georgiaentertainment.com/2026/08/ask-robroy-what-role-do-you-want-money-to-play-in-your-life/

07/21/2026

Robroy Wiley attended the Georgia Entertainment Insider Event in Savannah and heard something that is almost always said at each event.
“ The Entertainment industry is a business.”
It’s a simple reminder, but an important one. Art and commerce will always intersect, which is why Robroy believes that your financial wellbeing should support your creative wellbeing.
The question isn’t whether they should, it’s how creatives can prepare to navigate both.
Randy Davidson Jennifer Reynolds Chelsea Spivey Alan Clarke Jezlan Moyet Lauren Spalding

07/13/2026

Robroy Wiley shares a pattern that he sees with his entertainment and creative clients. Ambivalence around money. Randy Davidson Jezlan Moyet Brittany Higginbotham Lauren Spalding Jennfer Reynolds

07/02/2026

This July, we’re not just celebrating Independence Day — we’re also celebrating 250 years as a nation, a truly once-in-a-lifetime holiday. Our team wishes each of you a happy, safe, and memorable Fourth of July!

Please note that our office is closed on Friday, July 3rd. We’ll be back on Monday, July 6th, ready to assist with any early summer questions or needs.

06/25/2026

My latest column is now live on the Georgia Entertainment website!
Why Creative Professionals Need a Different Approach to Financial Wellbeing

https://bit.ly/4eHsQ3r

As someone who has worked in both creative and financial spaces, I've seen firsthand how differently creative professionals experience money.
The reality is that financial wellbeing for creatives isn't just about dollars and cents. It's about creating a financial life that supports your ability to create, evolve, and pursue meaningful work.
My latest column explores why creative professionals may need a different approach to financial wellbeing.
Check it out and let me know what resonates with you.

Randy Davidson Jezlan Moyet Jennifer Reynolds Lauren Spalding

05/22/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Address

14255 U.S. Highway One Suite 235
Juno Beach, FL
33408

Telephone

+15617449516

Website

http://www.smartplaninvesting.com/

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