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Your Smith Moore Financial Advisor will work with you and your other professional advisors to assess your unique situation and recommend investment programs and services designed to increase corporate and personal net worth under current tax law. If you’re growing a business or selling a business, we will explain the wide scope of options and assist you in making complex investment decisions.
We offer a comprehensive range of corporate retirement plans and services to assist business owners, executives, and corporations, including:
- Traditional, Roth, and Roth Conversion IRAs
- SEP-IRAs
- Pension and profit-sharing plans
- 401(k) plans
- Defined-benefit plans
- Evaluating existing plans
- Key-person and other life insurance programs
- Funding for buy-sell insurance agreements
- Investment advice on proceeds from the sale of business
Smith, Moore & Company
Wes Roper
1527 N. New Street
Kirksville, MO 63501
Phone:#660-665-6452
At Smith Moore, we provide financial guidance for every stage of life through a comprehensive investment approach that evolves as you move through every key milestone of wealth planning: Accumulation, Distribution, and Legacy.
Your advisor will help you determine your needs and craft a detailed financial plan based on your investment objectives, current situation, risk tolerance and time horizon for reaching your goals.
Your advisor will help you determine your needs and craft a detailed financial plan based on your investment objectives, current situation, risk tolerance and time horizon for reaching your goals.
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