Smart Choice Financial Planning

Smart Choice Financial Planning

  • P O Box 333
  • Saint John, Indiana
  • 46373

Description

Smart Choice Financial Planning, Inc. is a Fee-Only, NAPFA member Registered Investment Advisory firm serving Chicagoland. We specialize in financial planning and re-engineering client portfolios for greater efficiency at a very affordable cost. You don’t need to pay a fortune for the very best portfolio services. As Fee-Only advisers, we work solely for you and are compensated only by you. Because no products are sold and no commissions are ever received, all potential conflicts of interest are removed. You are not expected to sign a long term contract and we do not charge a percentage of your assets under management.

Dimensional Funds are not available on a retail basis to investors, however, Smart Choice Financial Planning is authorized to bring Dimensional Funds to you, if your situation warrants. When these funds do not make sense for your particular situation, we will work with you to find a suitable investment to meet your needs. That is the beauty of working with Smart Choice Financial Planning, we only work for you!.

Fact sheet

Company founded
2006

Products & services

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