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Financial Counseling & Administration – John Smartt CPA

My clients trust that I will be available to answer their questions quickly, with their best financial interests in mind. I am a fee-only investment advisor with over fourty years of mutual fund investing experience.

http://www.johnsmarttcpa.com/

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My clients trust that I will be available to answer their questions quickly, with their best financial interests in mind. I am a fee-only investment advisor with over fourty years of mutual fund investing experience.
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Financial Counseling & Administration – John Smartt CPA | johnsmarttcpa.com Reviews

https://johnsmarttcpa.com

My clients trust that I will be available to answer their questions quickly, with their best financial interests in mind. I am a fee-only investment advisor with over fourty years of mutual fund investing experience.

INTERNAL PAGES

johnsmarttcpa.com johnsmarttcpa.com
1

Financial Counseling & Administration | John M. Smartt, Jr., CPA

http://johnsmarttcpa.com/links.html

John M. Smartt, Jr., CPA. Financial Counseling and Administration. Helpful links to investing-related Websites. Upon signup and 24 hour period, clients may see their TD Ameritrade account information online. The premier mutual fund and ETF information Website. The Vanguard Group Website. I am a member of NAPFA, the National Association of Personal Financial Advisors. Other financial planners around the country who also practice fee-only planning. Vigil Trust and Financial Advocacy and Financial Fiduciari...

2

Financial Counseling & Administration | John M. Smartt, Jr., CPA

http://johnsmarttcpa.com/client-downloads.html

John M. Smartt, Jr., CPA. Financial Counseling and Administration. If you are considering obtaining continuing assistance with your investments, you may review my Investment Management Services Contract. In three pages it summarizes our mutual obligations and how I will assist. Please click here. The Contract incorporates by reference my Required Disclosure. And my firm's Privacy Policy. Individual Account Form - Regular (currently taxed) Account. Check Writing - Regular Account.

3

Financial Counseling & Administration | John M. Smartt, Jr., CPA

http://johnsmarttcpa.com/about.html

John M. Smartt, Jr., CPA. Financial Counseling and Administration. I am a member of NAPFA, the National Association of Personal Financial Advisors. The "fee-only" association). I am also a member of the Tennessee Society of CPAs. I am a Registered Investment Advisor with the State of Tennessee. One’s investments ought to both (a) fit one’s ability to accept investment risks, and (b) make reaching one’s financial goals highly probable. How to Minimize Costs. Dont buy from salespersons. At least annually, ...

4

Financial Counseling & Administration | John M. Smartt, Jr., CPA

http://johnsmarttcpa.com/press.html

John M. Smartt, Jr., CPA. Financial Counseling and Administration. By Karen Hansen Weese. Article from May 2004. This is a good 10 minute summary of my professional practice; how and why I do it. The article also contains 2004 summary information about various aspects of my practice, available here. Article from October 2002. The Technology of Financial Services. The CPA Technology Advisor.

5

Financial Counseling & Administration | John M. Smartt, Jr., CPA

http://johnsmarttcpa.com/articles-newsletters.html

John M. Smartt, Jr., CPA. Financial Counseling and Administration. Top 5 Worries of Mutual Fund Investors. PDF) explains much of why I recommend low cost, indexed mutual funds. It first appeared in the. And has been published by NAPFA (National Association of Personal Financial Advisors) in the consumer information section of its Website. I write and publish a four page investing newsletter each quarter. Current and archived issues are available below. Where From Here, Financial Origami (a Book Review).

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Website Affiliates | Financial Fiduciaries, LLC

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Fee Only Investment Advisor - Financial Planner - Retirement Planner in Knoxville, TN. John Smartt, Jr., Financial Counseling and Administration is a fee-only financial planning and investment management firm offering continuing and one-time investment management advice to clients in East Tennessee and nationwide. Johns expertise with Vanguard - the lowest cost ETF and mutual fund company - has been accumulated over more than 20 years of satisfying clients. Blankenship Financial Planning provides…. Longv...

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