You can trust Craig Judd of Smart Financial (801-225-5555), Provo’s best retirement planner, to take care of your future and give your retirement plan the personal touch it deserves. Book a free consultation today.
When he’s not building people’s financial futures, Craig Judd of Smart Financial is building small airplanes. Taking up this longstanding family tradition, he has learned that each rivet, every bolt, and the delicate curve of the wings all need to fit together perfectly for that plane to take flight. It’s a labor of love, an exercise in patience, planning, and precision. He believes retirement planning is much the same—just as building an aircraft requires the right tools, a careful blueprint, and a keen eye for detail, creating a secure retirement demands thoughtful preparation and a strategy where every piece aligns seamlessly—and he thinks your financial future is a project worth the finest craftsmanship.
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Craig Judd and Smart Financial can offer you some of Provo’s most holistic financial advice; that is, advice that takes into account your hopes and dreams for your retirement.
By really getting to know you and your retirement vision, beyond nickels and dimes, they believe they can deliver a financial plan that genuinely works for you and your goals.
The family man and avid small plane builder’s holistic financial planning services have developed in part from his understanding of the process of building planes—where each part of the design needs to fit perfectly with the other for the plane to fly.
What this means to Craig Judd is that every part of your retirement plan—which by nature is a very intricate and complex thing—must be working in perfect harmony and synergy with the other parts to ensure a long and comfortable retirement.
Craig Judd believes taking this kind of holistic view is essential, as it allows him and his team to get to the heart of your financial goals, as well as those less concrete but equally important goals you may have about how you want your retirement to look—like being able to help your kids and grandchildren out, being able to do the hobbies you love, or perhaps moving to another part of the country.
“At Smart Financial, we are more than just financial consultants; we are your partners on the path to financial success,” said a spokesperson for Craig Judd and his team. “With a passion for helping individuals and businesses achieve their financial goals, we have built a reputation for excellence in the industry. Our team of experienced financial experts brings a diverse range of skills and knowledge to the table, allowing us to tailor strategies that fit your unique needs.”
In taking this holistic view of retirement planning, Craig Judd and his Smart Financial team will help you better understand how you can utilize social security and how to maximize it, how to diversify your personal income so it can withstand any economic fluctuations or change in your needs, how to build a personalized investment portfolio that can grow your income in the medium to long term, and how to protect the people you love, including your spouse, by selecting the right life insurance and annuities.
Their team’s specialism also extends to tax management and Roth conversions—which can either be a source of significant savings or significant expense in retirement.
Craig Judd and Smart Financial will offer you a free initial consultation, where they will undertake a comprehensive analysis of your current financial position and make recommendations about how you can start working more effectively towards your retirement goals.
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