Smith, Frank & Partners designs and implements plans to help clients achieve their financial goals. The company s service categories include individual planning, investments, business planning and insurance. Specific services are estate planning, survivor protection, income and asset protection, group employee benefits, retirement plans, mutual funds, portfolio management services, fixed and variable annuities, disability insurance and life insurance. The company is a subsidiary of National Financial Partners, which is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. Smith, Frank & Partners is located in Dallas.
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