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Our Services

What We Can Offer You

At Smoker Wealth Management, we provide a full range of financial services designed to help you build, protect, and preserve your wealth. Whether you are planning for retirement, managing investments, or seeking tax-efficient strategies, we deliver personalized, hands-on guidance to meet your unique needs.

Investments

Fee Based Asset Management Services

Mutual Funds

Stocks

Bonds

Variable Annuities

Fixed Annuities

Financial Planning

IRAs

Roth IRA

College Planning

Estate Planning

Tax Planning

Retirement Planning

Qualified Retirement Plans including

401(k) Plans

403(b) Plans

SEPs

Simple IRA Plans

Tax Planning

Individual and business tax return preparation

Business startup, 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

Our Approach

We understand the complexities of managing your financial life and strive to simplify the process by offering:

  • Personalized Strategies: Every client’s situation is unique. We tailor our services to meet your specific goals and needs.
  • Education and Empowerment: We demystify financial concepts to help you make informed decisions about your future.
  • Long-Term Planning: From building your wealth to protecting and transferring it, we focus on creating sustainable solutions that stand the test of time.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

andrew.smoker@ceterafs.com | (717) 656-7544

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