Welcome to Amy L. Smith Financial Services
Here at Amy L. Smith Financial Services, individuals and families can seek financial planning* advice and services as they pursue their dreams and goals. I believe that by establishing a firm foundation of trust and communication, and by recognizing that there are eight wealth management issues essential to any financial solution, I can help you develop a plan to follow that is unique to your personal needs and goals.
The foundation of our success has been the personal relationships we develop with each of our clients. By truly understanding who you are and what you want, we can assist you more effectively on your path toward financial success. We are dedicated in helping you set financial goals, monitoring those goals and keeping you informed of the process and achievement of these goals.
We invite you to explore our website to learn more about Amy L. Smith Financial Services, our team, and the array of resources available to you on this site. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial and investment related sites.
We would welcome the opportunity to help you begin planning for your successful financial future. Call us at (607) 797-8564.
*These services are offered by Amy Smith through her affiliation with HD Vest
Call (607) 217-4148 to set up your 2016 tax appointment!
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Here are five facts about Social Security that are important to keep in mind.
Five phases to changing unhealthy behaviors.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When considering life insurance, it's important to understand your options.
To choose a plan, it’s important to ask yourself four key questions.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are a few things to consider when buying or leasing your next vehicle.
What does your home really cost?
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?