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Financial Planning Process

As fee-based CERTIFIED FINANCIAL PLANNER™ professionals, we utilize the eMoney financial planning system. Our process includes:

  • Financial Protection Planning
  • Review of Financial Position, including daily aggregation of account values
  • Retirement projections using Monte Carlo simulation providing for a probability of success
  • Discussion of Savings, Tax Management, and Estate Planning strategies
  • Comprehensive Investment planning
  • An electronic Vault section where you can store scanned versions of key documents for convenient access

Our fee includes financial analysis/reports, quarterly review meetings, and the personal use of the eMoney Financial Planning System.

Click here to see a two-minute video highlighting eMoney.

One of our representatives will be happy to discuss how this financial planning system can help you meet your goals.

Compensation Disclosure Statement

Our financial planning services, using the eMoney Financial Planning system, are offered exclusively as a fee-based service.

Additionally, Code Smith Financial offers other financial products and services for which we are compensated as follows:

  • Investment products are offered on either a fee basis or a commission basis, depending on the product provided and the client’s preference.
  • Insurance products are offered on a commission basis.

Full disclosure of the method by which we are compensated for specific products is available.

© 2017 Code Smith Financial, LLP. All Rights Reserved

Securities, investment advisory services, and financial planning offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA and SIPC. Supervisory Office: 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609 (813) 286-2280. Code Smith Financial, LLP is not a subsidiary or affiliate of MML Investors Services, LLC, or any of its affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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