Bringing Clarity through Simplicity…
Finances don't have to be complicated,
An approach focused on structure,
understanding, and long-term planning.​​
Services
Nathan Smith is an Independent Financial Advisor at Smiths Financial Solutions, specializing in wealth management for pre-retirees, retirees, and investors just beginning their financial plans. He offers personalized services in investment management and retirement income planning.
Nathan also partners with businesses to enhance their retirement and group benefit programs. By aligning employees' personal financial goals with company-provided insurance benefits, he develops comprehensive plans that are intended to enhance value to both employers and employees, all while managing costs effectively.
Tailored Investment strategies designed to help build your assets and plan for the future
Plan for retirement with strategies designed for your objectives, Creating a reliable income to meet your goals.
Developing an effective retirement plan for employees
Attract and retain key employees by offering a suitable group benefits package
A dedicated approach that is focused on your goals
Step 1
Initial Discovery- Understanding Your Story
Before we talk about investments or products, we want to understand your life. What are you building toward? What keeps you up at night? What does financial security actually look like for you? We start by listening.
Step 2
Implementing Your Strategy
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Once we understand where you're headed, we bring the right tools to the workshop. Whether that's a diversified portfolio, an income strategy, or risk management—we can help design a plan aligned with your objectives, and your vision for the future.
Step 3
Ongoing Partnership Staying Connected
Life doesn't stand still, and neither should your plan. Together, we take action—implementing strategies designed to help keep your plan aligned with your goals. We stay in regular contact, provide appropriate updates, and adjust as your life evolves.
Built on Four Cornerstones of Financial Independence
At Smiths Financial Solutions, every plan we create rests on four core foundations—what we call the Four Cornerstones of Financial Independence. They're personalized approaches intended to help manage the potential challenges and opportunities in your financial goals.
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Risk Management Planning – Protecting what you've worked hard to build
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Investment Management Planning – Growing your wealth with purpose and discipline
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Retirement Income Planning – Developing income strategies for the life you've envisioned
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Legacy Planning – Strategies intended to help pass on your values with intention
For many people investing, market strategies, and income planning may become overwhelming, and they often give up.
Financial planning doesn’t have to be complicated, we strive to make the process simpler and more approachable. We offer clear, tailored strategies that align with each client's financial goals.
