SMS BENEFIT ADVISORS

SMS Benefit Advisors, LLC. is an independent, comprehensive financial planning and benefit consulting firm formed in March of 2004. We assist our clients in developing personal and/or corporate financial plans to help take advantage of tax and growth opportunities... Our mission is to manage wealth for our individual and business clients through long term effective planning. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the progress and achievement of these goals, and avoiding critical errors that will impact planning. Client and participant education plays a significant role in what we do, whether it's group meetings, financial planning seminars, one-on-one consultation or an individual client relationship... At SMS Benefit Advisors, LLC. our philosophy is to provide our clients with both personal..

Also known as: SMS Benefit Advisors, LLC

Primary location: Fort Wayne United States