Smart Solutions
senior couple on sandy beach looking out at the sea
A happy senior couple walking along the fairway while carrying their golf bags
Senior African American couple embracing at sandy beach.

Welcome to Smart Money Solutions

At Smart Money Solutions, our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your future. From comprehensive estate planning to financial and tax plans, and everything in between, the objective is to put you in a position of strength to make your life comfortable and worry-free!


Our programs help you get on, and stay on the right path by building personalized strategies that encompass every area of your life. This comprehensive approach assures financial stability, estate management, capitol preservation, income maximization and tax efficiency.


We look forward to working with you to build a strong future.


Helping individuals and families for over 15 years in:
Illinois – Indiana – Michigan – Wisconsin – North Carolina – Pennsylvania – Florida – Nevada - Texas - Puerto Rico