Smeraldo Financial

About Us

Our Philosophy

Our commitment is centered on delivering tailored investment management and strategic wealth planning solutions that align with your needs. In essence, our goal is to earn the role of being your trusted advisor.

Our Philosophy

As a company, our emphasis is on comprehending your objectives and formulating a strategy to achieve them. We will schedule a meeting to present a thorough analysis and engage in a discussion about our recommendations.

Our Process

Our Philosophy

Our Process

A strong planning process is the most effective approach to establish a financially secure plan. It is imperative to devise a financial plan that not only safeguards your current needs but also strategically prepares for the future in a tax-efficient manner.

OUR SERVICES

Business Planning

Retirement Planning

Financial Planning

When brimming with ideas for launching a new business, the focus tends to be on the immediate future. The excitement of transforming one's vision into reality can sometimes overshadow a critical question: Does it all make financial sense? While passion is key in realizing a vision

Financial Planning

Retirement Planning

Financial Planning

Whether your aspirations include homeownership, funding your children's education, or achieving a worry-free retirement, having a financial plan is deemed essential for pursuing these goals. Our approach involves consultation to meticulously craft a financial plan designed to align with and fulfill your specific objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should begin well in advance. We adopt a long-term perspective on your financial well-being to ensure that your post-work life is as meticulously planned as your career years.

Estate Planning

Asset Management

Retirement Planning

Ensuring that your estate is managed according to your desires is crucial, and having a well-crafted estate plan is paramount. Collaborating with your estate planning attorney, we can aid in drafting documents and assessing your circumstances, ensuring that your estate benefits the individuals and charities that matter most to you.

Asset Management

Throughout your lifetime, you and your family (partner, spouse) dedicate significant effort to amass assets. The aspiration is that when the moment arrives to leverage these assets, they will be available for you to derive benefits. Our Asset Management service is dedicated to assisting you in prudently managing YOUR financial assets, ensuring

Why me?

I'm Very Qualified to Help.

I am an Investment Advisor Representative at IP Financial Advisory Services LLC, bringing extensive knowledge of the financial industry to my practice. My services cover a broad spectrum, including advanced estate planning, business planning for both profit and non-profit entities, tax efficiency planning, asset protection planning, and elder law planning. I hold a BFA (Behavioral Financial Advisor) professional designation, which I actively apply in my practice to address behavioral aspects of financial decision-making. In addition to my professional commitments, I dedicate time to volunteer consulting services for the organizational development department at the University of South Florida/Moffitt Research.

Legal Notice

Disclaimer: Financial Information

The content on this website serves general informational purposes and is not financial advice. We do not guarantee the completeness, accuracy, or reliability of the information and disclaim all responsibility for any reliance placed on it. Links to third-party content are provided for convenience, and we do not endorse or guarantee their accuracy.

Investing involves risk, and past performance is not indicative of future results. Seek advice from a qualified financial advisor before making investment decisions. This website does not provide tax, legal, or accounting advice; consult professionals for such matters.

Efforts are made to keep information accurate, but we make no warranties. We are not liable for any loss or damage, direct or consequential, arising from website use. Users agree to these terms, and the disclaimer may change without notice.

Last updated: 21 December 2023

Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940, and a registered Broker Dealer. Lynn Smeraldo is a Registered Representative and Investment Advisor Representative of Innovation Partners, LLC. Check the background of this investment professional on FINRA’s BrokerCheck. This communication is strictly intended for individuals residing in the states of NC, AL, PA, FL, CA. No offers may be made or accepted from any resident outside the specific states referenced. Smeraldo Financial and Innovation Partners LLC are not affiliated entities.

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