We trace our roots back to 1982, when Richard Smart started Annuity Consulting, a tax and accounting firm.
The mission was to maximize the financial well-being of anyone who entrusted him with their financial affairs. Annuity Consulting built its business upon that philosophy and goal.
During the late 1990s, many clients had financial situations that were becoming more complex. As a trusted advisor, Annuity Consulting was increasingly approached for financial advice that was unrelated to taxes or accounting. Annuity Strategic was born out of those clients' needs.
In 1998, Annuity Strategic was founded in order to provide comprehensive financial planning and objective investment advice. Certified Financial Planners (CFPs) were brought onto the team to serve our client's financial planning needs.