Financial Peace of Mind
Financial Services You Can Trust
Mission Statement:
Our mission at SMG Financial Services is to combine our Christian faith-based outreach to everyone we have the opportunity to serve as well as provide the best solutions our clients direct us to.
Our Services
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At SMG Financial, we begin by thoroughly understanding each client's retirement vision, encompassing their desired lifestyle and financial goals, and then meticulously analyze their current and projected income streams. We develop comprehensive retirement plans, projecting financial outcomes over a 30-year horizon, and if necessary, collaborate with clients to adjust strategies, ensuring a sustainable and fulfilling retirement
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At SMG Financial, we've witnessed a transformative evolution in financial products, moving beyond traditional death benefits to offer life insurance and annuities that provide living benefits, tax-free income, and market protection, ensuring our clients can confidently navigate life's uncertainties. We understand that financial security is deeply personal, and we're committed to tailoring solutions that not only safeguard your legacy but also empower you to live your best life today.
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At SMG Financial, we address the concerns of long-term care planning, as many individuals are underprepared for the large costs of this type of care. Through careful planning, clients can have peace of mind knowing their future is protected, from a financial and health care perspective.
Robert Goelz
My life's path, from an Ohio State engineering degree to Navy service and diverse business roles, has been driven by a commitment to lifelong learning and community engagement, evidenced by my volunteer work and passions like hot air ballooning and boating. Above all, my 57-year marriage and the success of my children and grandchildren are my greatest achievements. Currently, I find immense purpose in my work with CBMC, where I blend my faith and professional life to make a meaningful impact.
Book an appointment
Book an appointment with me to further discuss your financial needs.