Matthew C. Smith, Aif ® Email & Phone Number

I have been in the Financial Services Profession since April 2, 1992. I primarily deal with clients on matters of Social Security Planning, Retirement Income Planning and Preparing for Retirement. I also work with people on Estate Transition and other matters relating to the death of a loved one. Through using tools to manage your social security income along with other sources of income, my office uses all avenues of income planning.Branch Address: Making Investing Personal (Formerly Spring Meadows Financial), 7359 International Drive, Suite A, Holland, OH 43528. 419 861-1682. Matt@MakingInvestingPersonal.comSecurities offered through Avantax Investment Services, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Avantax Advisory Services, a Registered Investment Advisor. Matthew C. Smith is independent of Avantax Investment Services & Avantax Advisory Services. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to emails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Avantax Investment Services, Avantax Advisory Services or Matthew C. Smith. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sties; this includes receiving and/or posting recommendations or endorsements.