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Smartwealth, LLC

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Maitland, FL
Smartwealth, LLC

Financial Balance, wealth transfer, life insurance, disability insurance, tax reduction strategies, Buy-sell agreements

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 14021 METROPOLIS AVE., FORT MYERS FL, 33912, 239-5612900. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. SMART WEALTH is not a

n affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0J17851, AR Insurance License Number - 17029346. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2024-1640/

01/23/2025

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

01/22/2025

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

01/20/2025

Have you talked with your parents about their plans for retirement? Here are some guidelines to get past any awkwardness and help the conversations flow.

Have you talked with your parents about their plans for retirement?

01/18/2025

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

01/16/2025

Are you eager to travel but want to avoid the risk of debt? Here are 5 steps to help creating a vacation budget.

01/15/2025

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

01/13/2025

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

01/11/2025

To live the retirement you want you need to plan ahead and work to save enough money to cover your costs. Taking these steps may help.

To live the retirement you want you need to plan ahead. Taking these steps may help.

01/09/2025

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

01/08/2025

Why are they made again and again? This piece helps make sense of these errors in judgement.

Why are they made again and again? Making sense of these errors in judgement.

01/06/2025

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

01/04/2025

Demand for annuities is surging as consumers look for ways to reduce risk, enjoy tax-deferred growth and lock in guaranteed retirement income.

Demand for annuities is surging as consumers look for ways to lock in guaranteed retirement income.

Address

543 N Wymore Road Ste 101
Maitland, FL
32751

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+14077746343

Website

http://smartwealth.net/

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Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 14021 METROPOLIS AVE., FORT MYERS, FL 33912, ph# 239.561.2900. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Smartwealth, LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.