Qualified Retirement

Keep your retirement on track — Let SMA Services, Inc. help you find a retirement solution that’s right for you

The older you get, the more important the future becomes. Especially when it comes to retirement. How will you spend your retirement years? Will it be indulging in your favorite pastime? Or will you need to continue to work?

It’s never too early to start saving for retirement. It’s never too late, either.

Let SMA Services, Inc. help you develop a Qualified Retirement Plan. Our retirement experts will work with you to understand your needs and find the plan that’s right for you.

CLICK HERE to see all of our Qualified Retirement Plans

CLICK HERE  for plan limits as adjusted for Cost of Living Increases

CLICK HERE to see Member Fee Schedule

CLICK HERE to see Non-Member Fee Schedule

CALL 800-423-4992 ext 192

* The above fees are current but subject to change

The financial services are intended to serve as a basis for further discussion with your other professional advisors. The actual application of some of these concepts may be the practice of law, and is the proper responsibility of your attorney.

Kim Woods
Director of Financial Services

SMA Services, Inc.
3500 Blue Lake Drive, Suite 360
Birmingham, AL 35243
Within Alabama: 205.945.1840
Outside Alabama: 800.423.4992
Fax: 205.942.0642