To speak with a licensed agent, call (513) 484-4824 (TTY 711 M-F, 9am-5pm) or email edwardknowsmedicare@gmail.com
Edward Smith

Investment Services

(513) 484-4824 // edwardknowsmedicare@gmail.com

Investment Services

Investment Management

No one can predict markets 100% of the time, but we can stay prepared to respond accordingly. I use sophisticated technology and technical analysis to actively monitor trends, and I use a rules-based approach to make investment decisions. Our goal is to make a reasonable return in all types of market environments

Retirement & Social Security Planning

Retirement is not about some arbitrary number; it is about being able to produce a predictable and dependable monthly income. You do not have to tie your money up in expensive investment or insurance products in order to do this. We can also help you maximize your Social Security benefits. You need a plan, and you should start as soon as possible. Time can be one of your greatest assets or your worst enemy.

Disclaimer

All investment services are offered through Smith Capital Management, LLC, An Ohio Registered Investment Adviser. For more information on investing, please visit our other site www.smithcapmanagement.com or call us at 513-774-9125. We would be happy to discuss a strategy that fits your specific needs, risk tolerance and time horizon.

Get Free Medicare Assistance

Friendly, licensed professionals are available to answer all of your questions. Call (513) 484-4824 or complete the form below and we’d be happy to reach out to you.







      By submitting this information, you acknowledge a licensed insurance agent, Edward Smith, ChFC, CRPS, AIF, may contact you by phone, email, or mail to discuss Medicare Advantage Plans, Medicare Supplement Insurance, or Prescription Drug Plans.

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