Helping individuals, families, and business owners reduce financial stress, protect income, build wealth, and plan for the future with personalized financial strategies
At Smith Tax & Wealth Group, we take a comprehensive approach to financial services. Instead of offering isolated solutions, we help clients create strategies that connect taxes, protection, lending, retirement planning, and long-term financial growth.
Focus:
Personal & business tax returns
Tax reduction planning
Self-employed strategies
Year-round advisory
Focus:
Retirement readiness
Financial independence planning
Long-term savings strategies
Investment account setup guidance
Focus:
Term life insurance covers:
Family protection
Mortgage protection
Final expense
Income replacement
Focus:
Guaranteed income strategies
Principal protection
Retirement income planning
Fixed & indexed annuitie
Focus:
Home purchases
Refinancing
Cash-out refinance
Home equity options
Focus:
Business consulting
Bookkeeping support
Financial organization
Business startup guidance

Integrated financial approach
Personalized guidance
Year-round support
Education-focused process
Multiple financial solutions under one roof
Long-term relationship mindset

“At Smith Tax & Wealth Group, our mission is simple — help individuals, families, and business owners build stronger financial futures through education, strategy, and long-term relationships. We understand that every financial journey is different, which is why we focus on personalized guidance instead of one-size-fits-all solutions. Whether you need help with taxes, protection planning, retirement strategies, or business support, we are committed to helping you move forward with confidence and clarity.”
— Derrick D. Smith
Whether you need tax guidance, protection planning, retirement strategies, or lending solutions, Smith Tax & Wealth Group is here to help you move forward with confidence.
