Securing Your Future Today
Chris Willee
Licensed Independent Agent
Office: 419-944-2570
Moblile: 419-779-6698
2757 Medford
Toledo, Ohio 43614

What Works For You?
What works for you? We’ve been listening to our clients and discovered you want solutions that work - not a one size fits all - but solutions for your plans.
- You’re looking for a comprehensive education for your retirement plan scenarios. You’ve been listening, reading, and searching the internet but aren't always finding what applys to you.
- You’re concerned about health care options and costs, elder care, and long term care. You want to know about longevity of your life, home modifications, transportation, nursing care, and how it effects your plans. You want to know if your money is going to last as long you do.
- You need to know how to have a workable plan for your retirement when you are trying to take care of your parents and your children.
- You’re not sure if you should trust the long established names - whether they have your best interest at heart.
- SMART financial planning, LLC works for you. We belive you are entitled to a retirement plan that fits your situation including information, health care, and life longevity options. We don't waste your time and we don't risk your investments because we believe losing money is unacceptable. We offer no risk products with contracual guaranteed principal and interest.