Helping People Create, Manage and Preserve Wealth.

Smith, Moses and Company, LLC (SMC), is a financial services firm specializing in financial, estate, and investment planning*. SMC has offices in Vandalia and Beavercreek, Ohio. Our services include: 

 

  • Wealth and Preservation Strategies
  • Personal and Business Financial Planning
  • Fee Based Investment and Portfolio Management
  • Estate Planning
  • Income Replacement
  • Retirement and Pension Planning
  • Investment Priority Planning*
  • Employee Benefits Analysis
  • Insurance Planning and Risk Management 

 

As independent advisors, we are committed to providing unbiased financial advice, product recommendations and strategies to help accomplish your financial services needs. 

 

*All references to securities and investment advisory services are offered through FSC Securities Corp., member FINRA/SIPC and a registered investment advisor. Smith, Moses and Company, LLC is not affiliated with FSC Securities Corp or registered as a broker dealer or investment advisor.  
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

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