Atlanta GA. 770-450-6625_ Jupiter, FL 561-744-9547


SmartPlan is required to provide all potential client with a copy of a prospectus. A prospectus is a formal legal document, which is required by and filed with the Securities and Exchange Commission, that provides details about an investment offering for sale to the public. A prospectus contains the facts that an investor needs to make an informed investment decision. You may view the Free Market and Matson Money U.S. and International Equity Funds and Fixed Income prospectus by clicking on the link below.

Free Market Prospectus PDF

Matson Money Prospectus 2016 PDF

Matson Money ADV Pt 2 PDF Matson Money Prospectus

Privacy Notice 2016 PDF

ADV – 2017 Financial Planning Counselors

Annual Letter 2016