Financial Independence for Everyone.
Smart Savings Solutions offers a leading financial services platform and experience to help pursue your path towards financial security and freedom. No matter your life story, our tailored approach will meet you where you are and address your specific goals. We help make the dream of financial independence and financial resilience possible for all those in our communities.
Smart Savings Solutions
HI THERE. WE’RE SMART SAVINGS SOLUTIONS
Don’t worry about sounding professional. Sound like you.
At Smart Savings Solutions, we focus on helping our clients achieve their financial goals.
Personalized financial strategies for your present and future.
Insurance Protection
The most important part of preparing for the future is protecting it. We can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you've built for you and your loved ones.
College Funding
No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, we are here to share useful tactics on how to effectively support your children’s future while still saving for yours.
Life Insurance
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, we can walk you through the main types of insurance and help you decide which one is right for you.
Disability Insurance
Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. We can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Retirement Strategies
The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. We can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
Long-Term Care
Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Legacy Strategies
Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. We can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.
OUR MISSION