Products & Services
At SMS Benefit Advisors, LLC, we provide assistance in the following areas:
Business Planning
- 401(k) Planning
- 403(b) Planning
- Qualified Plans
- Succession Planning
- Employee Benefits
- Non Qualified Plans
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- Simple IRA
- Government Securities
- Variable Annuity
- Brokerage Accounts
Financial Planning
- Retirement Plans
- Tax Plans
- Estate Plans
- Profit Sharing Plans
- College Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance