Call Erik Now!
(517) 795-2025

Your Retirement Income Specialists!

If you are concerned about your income through retirement (do I have enough?) or (will I run out of money?) or (what is the best way for me to file for Social Security?) Please call so that we may assist you.

read more

Read More

slide1 Can I Save Taxes By Putting Money Into An IRA? Erik Smith knows how much every dollar you earn matters. Letting him guide you through complicated tax issues can help ensure your hard earned money ends up in the right place. slide2 Can I Contribute to An IRA and A 401k In The Same Year? For many people, this could make a huge difference. Let Erik clear up the confusion. slide3 Contact Erik for ANSWERS! Everyone claims to have “excellent customer service” but my commitment to my clients is that you will hear from me at least four(4) times a year. slide4 What Is a Roth IRA Conversion? Do you know and understand all the details? Let Erik explain and get you pointed in the right direction. slide4 When is the latest I can contribute to a prior years IRA? Erik can make sure you are aware of all your options and choose what is best for you.
AAPL 116.31 ↑1.64 GOOG 534.83 ↓2.16 KO 44.25 ↑0.03 CMS 32.51 ↓0.17 ETN 67.36 ↑0.52 CMCSA 54.38 ↑0.00 NKE 97.30 ↑0.35 VFC 73.38 ↑0.72 JNJ 108.18 ↓0.58 IBM 160.64 ↓0.79 T 35.28 ↓0.09 GE 26.85 ↓0.07 DOW 51.48 ↑0.00 Quotes from Yahoo Finance

Helping You Make the Right Choices

Ever wonder why you own the investments you own, or even what the actual investments are and how they work and (what many might consider an important part of investing) what “you” are paying for those investments?  Did you know that there are a number of different ways to own (buy) the same investment?  How do you know that you are paying the one that makes the most affordable sense for your needs?  What are the tax implications and are they invested in the most tax efficient manner? Contact Erik Smith for answers!

What does “Bringing Wall Street to Main Street” really mean?

At ESI it is two-fold:

1.   We focus on the education of investing so that when it is time for recommendations, you actually understand what the investments are, how they work, why they are being recommended, and what you are actually paying for those investments.  Education that is presented in a simple-to-understand manner.

2.   We also strive to provide you with a nearly unlimited selection of investments like:

  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Sector Specific Investments
  • Annuities
  • Stocks
  • Closed End Funds (CEF’s)
  • Real Estate Investment Trusts (REIT’s)
  • Life Insurance
  • Bonds
  • Commodities
  • Limited Partnerships (LP’s)
  • Long Term Care

What to Expect From ESI

We strive to create a personal relationship with you, clearly explain your choices, and customize a plan that best suits your needs.

Discovery / Fact Finding

The first step in our process is an initial meeting during which we gather n inclusive picture of your family’s financial situation and tolerance for risk.

Advise / Implmentation

We will present a financial plan with our recommendation and review this together, answering any questions you may have, as well as potentially making changes based upon your feedback.

Guidance

We understand that you are busy with work, family, and life in general. We expect to be a part of major financial life decisions and will continually monitor your investments and financial plan, as well as be available for consulting.

At Erik Smith Investments we have a commitment of contacting our clients at least four(4) times per year.

Latest tweets

Weekly IRA Stock Market Update 7/14. Be sure to contact me with any questions. goo.gl/gS410w goo.gl/oxwWE

About 5 months ago from Erik Smith's Twitter via Twitter Web Client

Share ESI

Call (517) 795-2025

Enter your email to subscribe to future updates

Our Location

2002 Spring Arbor Rd.
Suite #D
Jackson, MI 49203

View Larger Map