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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to SMRT Planning

At SMRT Planning, we believe that good financial decisions don't have to be confusing. We provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming workshops that you may want to attend.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at chris.advisor@smrtplanning.com or call 713-955-7482.

Outlines best practices for safe peer-to-peer payment app transactions.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Explains new federal law and DOT rules for air-travel consumer rights.

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Outlines how estates handle debts of deceased individuals.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Compare the potential future value of tax-deferred investments to that of taxable investments.

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck