Stocks, Bonds, Mutual Funds, ETF's
Stocks, Bonds, Mutual Funds, ETF's- Nolensville TN
Our portfolios usually have a combination of common stocks, closed end funds for income, individual bonds and exchange traded funds (ETF's). ETF's mimic stock indices, financial sectors, commodities, and income producers of both domestic and foreign markets. ETF's are usually more cost efficient than mutual funds, help to control taxable events unlike mutual funds and can be traded throughout the day instead of being bought or sold at the end of the trading day.
For An Experienced Financial Planning Services please contact SMEAC Financial today to set up a consultation.
SMEAC Financial offers:
Portfolio Management Services, Financial Planning Services & Investment Advice in
Nolensville, Murfreesboro, Memphis, Franklin & surrounding areas of TN.
What is SMEAC?
SMEAC is a military acronym for organizing plans and operations. It transitions easily to the financial advisory process.
Situation
What is your current financial situation in terms of assets, income, savings and retirement plans?
Mission
What are your financial goals in terms of time and risk of principal?
Execution
How will our plan help you achieve your investment goal?
Administration
Client accounts are held at TDAmeritrade.
Communication
How often and by what means to we communicate?
Don't wait to reach out to us if you're ready to take your finances back into your control.
To get in touch, you can either call us at (615) 385-7184 or email us at jack@smeacfinancialllc.com.
