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WE LOOK FORWARD TO WORKING WITH

YOU TO BUILD A STRONG FUTURE.

WELCOME TO SMART MONEY SOLUTIONS

At Smart Money Solutions, our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your future. From comprehensive estate planning to financial and tax plans, and everything in between, the objective is to put you in a position of strength to make your life comfortable, stress and worry free.

Our programs help you get on, and stay on the right path by building personalized strategies that encompass every area of your life. This comprehensive approach assures financial stability, estate management, capitol preservation, income maximization and tax efficiency.

Helping individuals and families for over 25 years in:

Illinois • Indiana • Michigan • Wisconsin • North Carolina • Pennsylvania • Florida • Nevada • Texas • Puerto Rico

OUR SERVICES

ESTATE PLANNING

LIFE INSURANCE

We all know the importance and necessity of having life insurance. And the question of should you have life insurance? How much? What kind? The answers can be complicated. If your family depends on your income, then life insurance is imperative. Life insurance proceeds can be used for any expense. Funeral and burial, estate taxes, higher education for your children, mortgage expense. Or those proceeds can be used to fund your spouse’s future for retirement. We build specialized, custom plans using life insurance to provide a lifetime tax free income to supplement your other income sources.

ANNUITIES

An annuity is a contract with a life insurance company that is funded by the purchaser. An annuity is a flexible savings vehicle that can protect the purchaser from the risk of living a very long time. There are several types of annuities and they come with a variety of options and features that make the purchase of an annuity a complicated process.

SPLIT ANNUITY INCOME STRATEGY

A Split Annuity Income Strategy, or laddering, involves the purchase of at least two types of fixed annuities, immediate and deferred. The immediate annuity provides the current income stream needed during the first years in retirement. The deferred and indexed annuities in this strategy will provide income in later years.

OTHER SERVICES

Wealth and Income Planning

Retirement Planning

Tax Planning and Preparation

Roth IRA Conversions

401k and IRA Rollovers

Charitable Gift Giving

Income Protection

Premium Financing of Life Insurance

Foundations

IRA Tax Reduction

Medicaid Planning

Tax Free Income Strategies

MARTY NEVEL,

PRESIDENT

Helping others achieve secure and successful retirement goals has given him a deep sense of satisfaction for over 25 years.

Marty Nevel is a man with a plan. But he doesn’t just have one—he makes them every day for the people who put their trust in him. He has built Smart Money Solutions into a one stop shop for his clients so they can find solutions for financial, retirement income, estate, and tax planning all under one roof.

Marty does what he loves. Helping others achieve secure and successful retirement goals has given him a deep sense of satisfaction for over 25 years. He works with a team of professionals to create comprehensive and customized solutions that give people reliable income during retirement regardless of how the market or the economy are behaving. Marty knows the stakes are higher for today’s retirees than ever before. His experience and expertise putting all the ducks in a row has helped countless people retire comfortably without the nerve-racking uncertainty that volatile markets and financial uncertainty can bring.

IN THE MEDIA:

WATCH AN INTERVIEW WITH MARTY NEVEL

WATCH THE 7 FINANCIAL BLINDSPOTS

LISTEN TO THE FINANCIAL SAFARI PODCAST

TUNE IN ON THE RADIO

CHICAGO RADIO
WLS AM 890 – Saturday @9am
WLS AM 890 – Sunday @11am

HOUSTON RADIO
KPRC AM 950 – Saturday @10am
KPRC AM 950 – Sunday @1pm
KSEV AM 700 – Saturday @11am
KTRH AM 740 – Sunday @5pm

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