At Freund & Smith Advisors, we help clients turn hope and ideas into actionable reality. We provide structured, efficient financial solutions for families and businesses so they have a clear plan to help accomplish their greatest goals. Our mission is to help others mitigate risk, maximize tax efficient strategies, and create impactful legacies as they secure ultimate financial freedom. Some of the ways we help clients optimize their financial worlds include:

• Comprehensive Financial Planning
• Asset Management
• Retirement Accumulation Planning
• Retirement Distribution Planning
• Risk Management
• Tax Mitigation Strategies
• Fee Based Planning
• Education Funding