Investor Coaching

At SmartPlan Investing we believe that through knowledge and discipline, financial peace of mind is possible for all investors. As a result, we offer our clients the opportunity to attend regularly scheduled workshops. 

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Investing Services

We offer tools and services to help you identify and reach your financial goals and dreams. We offer Retirement Plans, Employer Plans, Wealth Management, and Insurance and Small Business Services.

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Business Exit Planning

Have you thought about getting out of your business? We help our clients reduce the fear and anxiety around developing their comprehensive exit business plan. We help business owners do it based on their priorities.

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Eugene Fama
2013 Nobel prize winner for economics

What is Financial Science?

Free Market Portfolio Theory is the synthesis of three academic principles: Efficient Market Hypothesis, Modern Portfolio Theory, and The Three-Factor Model. Together these concepts form a powerful, disciplined and diversified approach to investing.

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Structured
Engineered Portfolio

45 Countries

16,000 + unique holdings

Invested in

What is the science behind structured engineered portfolio?

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Is our Investor Education approach the answer for you?

TAKE OUR INVESTOR QUIZ

Do you have questions about your financial picture? Let's talk about it.

Atlanta, GA

Jupiter, FL

(770) 450-6625
(561) 744-9547
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