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"Graduate to a Better Future."
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 844-758-2797
- Address:
- 1 Mansion St Coxsackie, NY 12051
- Email:
- Link:
- Categories
- Investments, Factors, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds
- Services / Products
- Retirement Planning, Insurance Planning, Tax Planning, Inheritance Planning, Investment Banking, Investment Planning, Fee-Based Financial Planning, Tax Advisors, Financial Education Workshops, IRA Rollovers, Trusts, Investment Research, Financial Consultants, Estate Planning, Family Financial Planning, Financial Planning, Asset Management, Market Analysis, Financial Management, Retirement Planning, Stocks, 401k Plans, Annuities, Government Bonds, Estate Planning, Investments, Certificates of Deposit, Money Market Funds, Inheritance Planning, Mutual Funds, Investment Planning, Bonds, Money Market Accounts, Real Estate Investments, Derivatives, Consultations, Index Funds, Foreign Bonds, Financial Advisors, Financial Consultants, SEP Individual Retirement Accounts, Individual Retirement Accounts, Financial Planning, Asset Management, Keogh Plans
General Info
Smart Capital Management, LLC is a company providing you with confidence. We have over 24 years of experience working with and being referred by a client list of successful educators, and their families who see us as their "future facilitator". Personally, I enjoy analyzing the details of your plan and, hopefully, come up with a simple solution to help you reach your objective. My wife, Mary Anne Simmons, CPA, MBA, is my partner in our business. I like to think of our business as a family affair, our family helping you and your family graduate to a better future. We are the creator of SMART Transition Experience: for educators and couples. We have developed a process that helps people focus on what matters most. We start with a simple question: "If we were meeting here three years from today, looking back, what has to happen personally, professionally and financially for you to feel that you made progress?" We then develop a plan working from the inside out; focusing our clients on what they feel will improve the quality of their lives. Each plan we develop is unique to each and every client striving for what matters most in the SMART Transition Experience. This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently. Also available are lists of upcoming financial workshops that you may want to attend. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at steve@smartcapitalmanagement.com or call (518) 731-7900 or toll free @ (877) 331-3516. SMART = Save Money And Reduce Taxes. If you are going to save money; why not reduce your taxes at the same time? i.e. using 403B, 401K, or IRA, etc.