Attention Investors and Retirees
You’ve Built Real Wealth...
Now Protect & Grow It Like the Ultra-Wealthy
The SmartMoney™ Solution
Discover How the Ultra-Wealthy Stay Wealthy with SmartMoney™ Planning.
Get Access to the Same Professionals, Systems & Structures.
high-net-worth Families:
Have Expertly Coordinated Plans for Their Financial Security & Growth
safeguard assets with Trusts & Corporations
Legally Avoid Overpaying Taxes
Use Tools to Guarantee Lifetime Income
Create Legacy Wealth for Generations
What's the SmartMoney™ Strategy Plan?
Watch THIS Video FIRST!
Important Information For Your financial security & Growth
Your Financial Future Is...
You’ve saved, invested, & built real wealth.
But the world you’re retiring into, isn’t the world you built it in...
You’ve lived through up markets, down markets, boom cycles, bust cycles, inflation spikes, housing corrections, tech bubbles — and you’ve weathered every storm.
But today’s landscape is different...tax laws are changing, healthcare costs and inflation keep climbing, and AI & new technologies are reshaping Money and economy at hyper-speed.
So the big questions Is: Are Your Financial and Retirement Plans built for the world you’re heading into, or the world you built your wealth in?
It's Time to Protect Your Wealth, Lock In Income, & Create a Bulletproof Plan.
The Big Secret is, Family Dynasties have engineered wealth preservation plans, strategies and tools that have lasted generations. We call the modern version, SmartMoney™ Planning.
SmartMoney™ Planning uses strategically engineered wealth preservation plans such as trusts, legal structures, and financial tools that have worked for generations. Look at the difference between planning with professionals on your own, or using a coordinated team.
Fragmented Planning
You have a separate CPA, an attorney, and advisors
Your Tax Preparer looks backward at last year’s taxes.
Your Lawyer writes and files legal documents like wills and files your corporation papers
Financial advisors are focused on quarterly or annual gains for your investments
Professional are all working separately, for different firms, with different objectives
No strategy or shared plan. No unified objective.
Missed deductions, duplicated taxes, unnecessary risk, and lost opportunities - costing you.
SmartMoney™ Planning
A whole-picture assessment of your finances - as part of your overall lifestyle and future plans.
A coordinated experts working strategizing together to create a customized blueprint for taxes, estate, retirement income, asset protection.
A team of seasoned attorneys, CPAs, tax strategists and more, work together to implement and update all your legal and financial plans under one roof.
Designed to protect, grow, and pass on more, using the same proven frameworks long used by America’s wealthiest families—updated for today’s laws and financial tools.
Introducing The SmartMoney™ System
The Structure Behind Lasting Wealth.
Legal. Tax. Financial. Coordinated under one unified strategy — designed around your goals, assets, and legacy.
SmartMoney™
is a coordinated, professional team executing one master plan, Customized, designed and Tailored for Your Future.
SmartMoney™ Planning is strategically engineered wealth preservation plans using trusts, legal structures, and financial tools that have worked for generations all created and executed by top professionals in their fields.
SmartMoney™ Planning Process
1. Whole-Picture Assessment
A complete review of your financial, legal, tax, and retirement landscape to uncover risks, gaps, inefficiencies, and hidden opportunities.
2. Cross-Discipline Review
Our trust attorneys, CPAs, tax strategists, and financial professionals evaluate everything together — eliminating the contradictions and blind spots caused by fragmented planning.
3. Coordinated Master Strategy
We design your custom SmartMoney™ Blueprint — a unified plan integrating legal structures, tax optimization, retirement income design, asset protection, and legacy planning around your specific goals and lifestyle.
4. Integrated Professional Execution
If you chose to work with us, our team's licensed professionals implement every part of your SmartMoney™ Blueprint correctly — including legal documents, Trusts, tax strategies, retirement income structures, and principal-protected assets designed to preserve and grow your wealth.
5. Review & Ongoing Updates
Your SmartMoney™ Plan can be updated whenever life, laws, markets change — ensuring your coordinated strategy stays current, compliant, and effective for decades.
Book A SmartMoney™ Strategy Call
Clarity, Coordination, and Confidence. - It's Free!
What's A Smart Money Call?
This is a confidential, no-cost initial consultation designed to understand your goals, your financial situation, and whether a SmartMoney™ Strategy Plan could benefit you.
If it’s the right fit, we’ll connect you with our in-house team of trust attorneys, CPA's, tax strategists, and financial professionals who will review your current assets, legal structures, retirement and estate planning and deliver actionable recommendations. All free of charge, because whether or not you ever work with us, we believe clarity builds confidence — and that starts here.
Confidential
Fiduciary Standard
Secure Consultation
Established Advisors
No Cost. No Obligation. No Pressure.
Markets swing. Rates reset. Tax law changes. A plan must perform in any environment.
Markets swing. Rates reset. Tax law changes. A plan must perform in any environment.
What Others Are Saying About Their SmartMoney™ Call
“The call opened my eyes — I didn’t realize how disconnected my advisors were until now. I didn't know, what I didn't; know. ”
- Dave J.
“Finally, a real conversation about strategy with actionable information from experts and not just a pitch about products. ”
- Susan P.
“They helped me see the blind spots in my plan and make moves to lower my tax liability considerably when I retire in a few years ”
- George C.
"I thought this kind of financial planning and coordination was out of my reach and only for the ultra-wealthy who had people on thier staff"
- Elizabeth D.
Take Control of Your Wealth
Book Your SmartMoney™ Strategy Call Today.
You’ve seen how the ultra-wealthy protect their fortunes. Now it’s your turn. This call could change how you see your entire financial picture — forever.
100% Confidential | No Obligation | Expert Guidance
Stop The 5 Silent Costs Eroding Your Wealth
Don't let these money drains cost you hundreds of thousands or even millions over the course of your life. When you have the right team with the right plan you can keep more money in your lifetime, pay lower taxes, and pass on more wealth to keep your legacy alive.
1. Probate: The Silent Wealth Killer
Most families don’t realize it, but when something happens… their money gets locked up.
Courts step in. Lawyers step in. And suddenly your private family matters become public record, and 3–7% of your estate disappears before your heirs ever see a dollar.
2. Taxes You Shouldn’t Be Paying
This one hurts the most because it’s avoidable. When your financial plan, legal plan, and tax plan don’t talk to each other… you pay more than you’re supposed to. Not because you did anything wrong — but because nobody coordinated the decisions.
3. Market Volatility Eating Away Your Future
Everyone wants growth…but growth without protection is gambling. Most retirement accounts are exposed to unnecessary risk — meaning one bad year can rewrite your entire future.
4. Long-Term Care: The Threat No One Plans For
This is the fastest-growing expense for retirees. A health event can drain everything you’ve built if the right protections aren’t in place ahead of time. It’s not the medical bills… it’s the long-term care costs nobody warned you about.
5. No Central Plan (The Most Dangerous Leak of All)
Even families who “have everything organized” often don’t. They have documents… accounts… advisors… but no single, coordinated plan pulling everything together. That lack of clarity leads to unnecessary taxes, gaps, and missed opportunities.
Get clarity, coordination, and confidence in your Financial plan.
The Time to Act is Now
We’re in a rare moment — high interest rates, volatile markets, and evolving tax law. That mix creates an opportunity that SMARTMONEY™ is already using to strengthen their income and safeguard their future. The families who act now will enter the next cycle protected, positioned, and in control will see the greatest benefits from having a real plan.
SmartMoneyPlanner.com is not affiliated with, sponsored by, or endorsed by any government agency (including the IRS, Social Security Administration, or Medicare) or by Google, YouTube, Meta (Facebook/Instagram), or any other social media platform. Third-party trademarks are the property of their respective owners. SmartMoneyPlanner.com is a privately owned marketing website of Freedom Financial Inc.
All investing involves risk, including possible loss of principal.
SmartMoneyPlanner.com introduces the SmartMoney™ Planning System and the Coordinated Financial Review (SmartMoney™ Strategy Call), which are delivered by Accurate Advisory Group Inc. and its affiliated entities: Accurate Wealth Management LLC (an SEC-registered investment adviser) and AAG Capital, Inc. (Member FINRA/SIPC). Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. While tax and estate planning advice for Accurate clients is unbilled, preparation of or updates to tax returns and estate planning documents may carry associated fees.
All content on this site and in related webinars, videos, and emails is general education only and is not individualized tax, legal, or investment advice. It should not be used as the sole basis for any financial decision or as a recommendation to buy or sell any specific product or strategy. A complimentary phone call and or Coordinated Financial Review / SmartMoney™ Strategy Call does not by itself create an advisory, brokerage, or client relationship; that begins only after required agreements are executed with the appropriate entity. All investing involves risk, including possible loss of principal. Annuity guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company. For full details, please review our Disclosures & Disclaimers page.
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