M. W. Smith & Associates LLC, is an independent Insurance and Financial Services agency helping individuals achieve financial independence, and employers attract and retain key employees for over 30 years. No client is too big or too small. Our services include analyzing your current plan or building a completely new plan. We examine and bring forth, the best rates for you with our vast network of carriers our agency works with.
Our core values are to provide personalized service through integrity, trust, relationships, and success.
We specialize in various areas such as Group Benefits, Financial Planning, Health Insurance (on and off the marketplace), Medicare, Dental, Vision, Life, Disability, Retirement Plans & more.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.