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Take Control of Your Finances

Utilizing a Time Tested Proven Practice

OUR SERVICES

At The SMART FUND, we specialize in providing knowledge, expertise and actionable solutions.  Our trusted team of experts will work with you by educating you on how money works and help you take total control of your finances.

OUR PROCESS

Our proven process has helped countless clients achieve financial independence. We start by unlearning all the myths and misconceptions we have been taught about money.

We teach what the top 10% do. 

This process has been time tested for hundreds of years and is the cornerstone of the wealthy mindset.

We develop a customized plan, regardless of where you are financially, that takes into account your goals and time horizon  to help you achieve your financial legacy.

 

OUR CLIENTS

We have helped clients from all walks of life achieve their financial goals. From young professionals just starting out to retirees looking to make the most of their golden years, we have the expertise and experience to help you achieve financial freedom.

ABOUT US

At The SMART FUND, we believe that everyone deserves a secure financial future and they should have started yesterday.   Our SMART FUND experts have been living, utilizing and educating on these concepts for the last 10yrs.   That's why we specialize in Education and Execution.  Our team of experts has over 50 years of combined experience in the insurance industry, and we've helped countless clients achieve their financial goals. We pride ourselves on our personalized approach and we're committed to helping you take control of your financial legacy.

Clients

OUR CLIENTS

M&M Holdings 

TESTIMONIALS

"I would highly recommend going to Mark and Michael. They are very professional and knowledgable. Quick to respond and/or help fix any issues that might arise. If you are looking to set up for the future, I highly suggest talking to them!"

Jory F.

Client

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