January Haden Smith, IV CFP<sup>&reg;</sup> - Financial Advisor

January Haden Smith, IV CFP®

EA

Financial Planner & Founder

Janus Financial Planning, LLC

2715 Oak Blf
San Antonio, TX 78230-3601
FINANCIAL ADVISOR'S WEBSITE
(210) 503-9982 CONNECT WITH January
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General

January Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Janus Financial Planning, LLC in San Antonio, TX and the surrounding communities.

Financial Advisor Overview

I provide ongoing tax-efficient financial planning and investment management. I also offer project based financial plans and tax preparation services. I do my best work with people who identify with one or more of these three groups: in or near retirement, household income >$250,000, and small business owners.

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Financial Advisor Experience

I started my own firm to differentiate myself from other advisors. Here's how: Integrated tax planning and preparation Most advisors aren't willing or able to give tax advice. I incorporate careful tax minimization planning into all aspects of my services. I also offer full tax preparation services for individuals and businesses because the plan is only as effective as its implementation. Fees that are clear and fair I am "fee-only," which means I don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, I charge a flat annual fee that is NOT a percentage of the size of your investable assets. This method greatly reduces conflicts of interest. Credentialed In addition to having relevant education, professional and academic experience, I have obtained industry designations focused on tax-efficient financial planning & investment management: CFP® - CERTIFIED FINANCIAL PLANNER®; EA - IRS Enrolled Agent Fiduciary Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, I am regulated solely as a fiduciary. This means I am ALWAYS required to act in YOUR best interest. Independent I am a standalone company not affiliated with any banks, brokerages or insurance companies. This allows me to offer truly comprehensive advice without restriction or pressure to make certain recommendations. Efficient service built around you I don't have a corner office downtown. I don't have a flashy marketing campaign. I'm not looking to 10x my business. I invest my time and money to provide the best possible service for my clients at a competitive rate.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes

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