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“Someone's sitting in the shade today because someone planted a tree a long time ago.” 

-Warren Buffett

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships. 

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Experienced Advisors

Experienced Advisors

Our team of professionals have years of of experience in financial services. We also have the youth and excitement to help you pursue your financial goals. We can help you address your needs of today and for many years to come. We look forward to working with you.

Smoak Financial Solutions has been serving the Columbia community for more than three decades. Brad explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. 

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What We Do

Retirement

Retirement

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Financial Planning

Financial Planning

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Protection

Protection

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