Broker Check

Products & Services

At Smoker Wealth Management LLC , we provide assistance in the following areas:



Investments

  • Fee Based Asset Management Services
  • Mutual Funds
  • Stocks
  • Bonds
  • Variable Annuities
  • Fixed Annuities

 


Financial Planning

  • Qualified Retirement Plans including
    • 401(k) Plans
    • 403(b) Plans
    • SEPs
    • Simple IRA Plans 
  • IRAs
  • Roth IRA
  • College Planning
  • Estate Planning
  • Tax Planning


Banking

  • Checking & Savings
  • Certificate of Deposit
  • Credit Card



Tax Planning

  • Individual and business tax return preparation 
  • Business start up, Counsel & Corporate Taxes
  • Small business accounting and payroll services
  • Trust, gift and estate tax returns
  • IRS & state tax audits

 

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance



Investors should carefully consider the information about the above-mentioned mutual funds, including investment objectives, risks, charges and expenses, which can be found in the Funds' prospectuses.  Copies of the prospectuses are available from the Registered Representatives or at the specific Funds' websites.  investors should read the prospectuses carefully before investing.