Companies

Every company is designed with your future in mind.

 
 

A.W. Smith Financial Group

A.W. Smith Financial Group is our flagship company. We are a firm designed with you in mind. First we find out what matters most to you, then we design a financial plan to fit your life values and goals.

My Fiduciary Advisors

My Fiduciary Advisors is a company designed with millennials at its heart. At MFA we walk with you one-on-one to help you get out of debt, and to create financial strategies that can lead you to living your dream life.

Tithing From Heaven

Thousands of churches are passing away along with it’s longest standing members. Tithing From Heaven helps churches to thrive for generations to come by becoming beneficiaries of their member’s estates.

 

Business Owner Resources

 
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BizEquity exists to help entrepreneurs quantify their success, and then leverage that knowledge to pursue new growth initiatives. It is the first and leading cloud-based business valuation engine. BizEquity enables business owners, advisors and agents to value a company in minutes. BizEquity delivers a business valuation and a detailed business value report. Industry Research shows over 75% of all business owners do not know what their business is worth. Bolt Insurance research shows 50% of all businesses are underinsured. BizEquity will help answer a leading question that all business owners should know – What's Your Business Worth?

 
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As an additional service for small business owners, we use fi360 Fiduciary Score® to analyze your existing financial plans and review them for efficiency.
The fi360 Fiduciary Score® is an independent, third party evaluation of an investment.
The fi360 Fiduciary Score® can help with:

  • Investment Selection

  • Investment Monitoring

  • Watch List Management/Investment Replacement Selection

Small Business Solutions

With Small Business Solutions, we can help your business thrive with game plans to manage cash flow, manage risk, establish 401(k) retirement plans, and so much more. We want to see your business win!