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Retirement Kit
Request our Retirement Kit that addresses several topics you should consider when planning your retirement


    • Workshops

    Smith and Cox Workshops

    Our workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials, and product literature. 

    We invite all clients, referrals, and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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    Privacy Policy | Terms

    Neither the company, nor its agents or representatives may give tax, legal, or accounting advise. Individuals should consult with a professional specializing in those areas regarding the applicability of this information to his/her situation.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.