Overview We're a group of financial professionals with various backgrounds of expertise and connections with leading financia ... l and tax services across the US. We are at the forefront of this quickly changing economy, and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We believe in keeping our services affordable to our clients and making sure to work around your budget. We understand that financial and retirement planning for your future is scary and uncertain, especially in today's economy. But no future is too big or too small for us. Our goal is to simply help create a positive future for all of our clients, regardless of economic background. Working with the Best Money Smart Tools is affiliated with numerous companies to give you the best plan, which meets your financial situation and goal, to build a better future and help you achieve financial independence. We have access to over 300 other companies including Voya, ING, Jackson, Prudential, Nationwide, Transamerica, and Pacific Life. We also assist our clients in obtaining affordable health care insurance including enrolling in Medicare. We are independent agents which allows us to find great values for your home and auto insurance. read more