About Us

At SMS Benefit Advisors, LLC. our philosophy is to provide our clients with both personal and professional service in several areas of financial planning.

Services We Offer:

Our mission is to manage wealth for our individual and business clients through long term effective planning.  We build client relationships based on trust, competent professional advice, continual communication and prompt personal service.  We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the progress and achievement of these goals, and avoiding critical errors that will impact planning.  Client and participant education plays a significant role in what we do, whether it’s group meetings, financial planning seminars, one-on-one consultation or an individual client relationship.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (260) 969-5777.