Strategic Financial

Gage Smart

Active 10 hours, 36 minutes ago
Membership Level: MEGA417 Member

Business Profile

Applicant Name

Gage Smart

Email

gsmart@thestrategicfinancial.com

Phone Number

4173093134

Services Provided
  • Comprehensive Financial Planning: Building out strategies and plans based on YOU to help you reach your financial goals. Retirement, Family, Business, etc.
  • Investment Management: Management of individual and group investment accounts. We help clients figure out what type of account makes sense, their risk tolerance, and how it works.
  • Insurance: Life, Health, Long Term Care, Disability Insurances are offered at the Individual level
Products Provided

Roth IRA, 401k, Solo 401k, Non-Retirement Investing, Traditional IRA, Simple IRA, Life Insurance, Disability Insurance, Long Term Care Insurance

About Me

Gage was born and raised in Osceola, Missouri, and earned his degree in Financial Planning from Missouri State University. While there, he developed his entrepreneurial mindset running a house painting business where he first learned about making the extra effort to best serve his clients. His passion for financial planning grew through extensive industry exposure, including multiple internships, serving as President of the Missouri State Financial Planning Association, and providing pro-bono financial guidance to more than 20 students on campus. Gage brings a fresh and eager approach to each client relationship, helping individuals and families build confidence in their financial futures. He is an avid sports fan and especially enjoys golfing, hunting, and fishing, when he’s not cheering for his wife, Logan, as she pursues her career in Occupational Therapy. Most importantly, Gage values quality time with family, and visiting loved ones in Florida is always a highlight.