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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