Frequently Asked Questions

Frequently asked questions and what to expect from a meeting

Who would benefit from a meeting?

• Anyone who is looking for an unbiased evaluation of their current financial situation to ensure their best possible position.
• Anyone with an IRA, 401K, TSA, or any other investment, who would like to fully understand what they own and how it works, to help how to maximize these dollars.
• Anyone who would like a plan to bring certainty to their financial goals.

Is Creed Financial Group limited to specific investment companies?

• No.  Stephen Smith started his investment firm because he believes that each investor is unique and no single investment company is right for everyone.
• Creed Financial Group has access to the entire universe of investment products without limitation so we can help clients get the most value for their dollar.

I already work with a financial representative. Why do I need to see Stephen?

• A large number of the people who come in to visit with us already have a financial representative.  Many times that representative is not a retirement planning specialist, and more often than not, that person works for a particular company rather than for the client.

What is Stephen Smiths' background?

• Click Here To Read About Stephen Smith

How did you get my name?

• We advertise on the internet and also hire a marketing company to send out invitations to our program, and we have a lot of referrals from existing clients.

How do I schedule a time to visit with Stephen?

• You may schedule a time to visit by calling our office at 214-223-1068.

What are the office hours?

• By appointment.
• We are normally available Monday – Friday, 9:00 – 5:00

What are my obligations for my FREE face-to-face visit?

• There is absolutely no charge or obligation.
• Your first visit is designed to answer your questions, give you ample information to decide if we can help you, and that’s it.
• You decide if you want to meet us again, and there is NEVER A FEE FOR OUR TIME!

What is the charge for subsequent meetings?

• There is NEVER any charge for our time.
• Different investment programs have different fee structures, all of which we will help you fully understand before investing.

What should I bring to the face-to-face meeting?
   The following items would be helpful, if you wish to bring them:

• Your latest financial statements such as: Mutual funds, CD’s, Life Insurance policies, annuity policies, retirement accounts (IRA, 401K, TSA, 403B.etc.)

      [Please bring your statements not just a spreadsheet]

• Wills and Trusts
• A copy of last year’s Federal Income Tax Return
• An estimate of your annual expenses
• Any questions you may want to write down for discussion

What happens during the face-to-face meeting?

• This is YOUR hour. We will answer and address any questions you may have. 
• By reviewing your information, Stephen will better understand you financial concerns and can then provide recommendations.
• At the close of the hour, you will decide if you want to meet again.

Where is Creed Financial Group located?

• The office is located in Dallas Texas.