SMG Financial
About us
SMG Financial, located in Portage, MI, is a financial advising firm committed to helping clients achieve their financial goals. They offer personalized investment strategies and expert guidance, specializing in comprehensive financial services tailored to individual needs. Their services include asset management, tax management, and income planning, helping clients build and preserve wealth. SMG Financial also provides nursing home protection strategies and MNA insurance. They offer values-based investing options for those seeking alignment with their personal beliefs. With a holistic approach, SMG Financial addresses all aspects of a client's financial life, including wealth accumulation, tax efficiency, and retirement planning.