Jim Smith provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.

401(k) and IRA Rollovers

Asset Protection

Disability and Extended Care Needs

Charitable Planning

Estate Planning

Our Location


21021 Springbrook Plaza Drive, Suite 210
Spring, TX 77379

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