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SCHEDULE A CONSULTATION

Let's Discuss What Matters Most to You

Take the first step toward a clearer financial future.

At Smith Gillis Financial, we believe that meaningful financial guidance begins with a conversation. Scheduling a consultation allows us to learn about your goals, answer your questions, and outline how we can help you make informed, well-structured financial decisions.​

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Carefully Cultivating Your Financial Future

LOCATIONS

Meriden, CT

300 Research Parkway Ste 101, Meriden, CT 06450

Ridgefield, CT

90 Grove St. Suite 205, Ridgefield, CT 06877

Please note that Smith Gillis Financial and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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Please note that Smith Gillis Financial and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation.

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Smith Gillis Financial and their representatives may be able to identify potential retirement income gaps and may introduce insurance products such as a fixed annuity as a potential solution.

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Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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** Additional information can be found at www.medicare.gov.

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