Bringing Truth And Purpose Behind Uncertainty
Reduced Anxiety
Having a CERTIFIED FINANCIAL PLANNER™ Professional is like having a Coach on your corner at all times. Questions that come up, situations that need addressed – we’re here with you through it all.
More Time (to do what you love)
To make proper financial decisions, there’s a lot to learn. Working with a coach cuts down the learning curve and helps you feel more confident in your decisions.
Schedule a No-Obligation, Hassle-Free Consultation
So Why Us?
Highest Level of Fiduciary and Professional Standards.
Our CERTIFIED FINANCIAL PLANNER™ professionals adhere to the highest ethical and professional standards to ensure the best possible advice and services to our clients. This includes maintaining confidentiality, avoiding conflicts of interest, and acting in your best interest at all times.
Independent, Holistic Financial Planning customized to your Unique Circumstances.
Our team of professionals and other specialists are not associated with any financial company or broker dealer so you can expect straightforward and objective advice. We also have qualified fiduciaries that are Hispanic and Women Planners and Advisors.
Timely, Responsible, and Transparent Communication and Collaboration.
These are essential keys when advising on relevant and essential planning decisions in your life. Our clients are expected to be transparent about their financial situation, goals, and concerns, while planners actively listen and respond to their clients’ unique needs and wants.
Learn: How Can We Help?
- MODERN FINANCIAL ADVICE Captures a “Real Time” view of your present financial health condition.
- MONITOR & MEASURE over eleven (11) uniquely defined, personal financial data elements relevant to your financial health.
- REVIEW & DISCUSS this timely information…via an app or on (1) One Page for you and your CERTIFIED FINANCIAL PLANNER™ Professional guide.
- COMPREHESIVE FINANCIAL PLANNING is a Life journey, not a destination.
- It is an evolving process that adapts to your changing life circumstances while considering all relevant and timely aspects of your financial life.
To Decide On Your Next Step
About Antonio (Tony) Lugo, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Retirement Planning Counselor™
I believe A Good Life Doesn’t Plan Itself
If change in life is expected then how prepared are you? What is your plan and strategy? How adaptable and realistic is it? I believe REAL financial planning begins in having REAL conversations. In doing so, it allows us to discuss your experiences, your values, and your goals. From there, we can then assess where you are today and what can I do to help you plan a better tomorrow for you and family.
See What Our Clients Say About Antonio (Tony) Lugo
I am writing a review for Antonio Lugo, who has been our financial consultant/advisor for several years. During our time with him we can report him as a very caring and professional person. He is a competent advisor, who listens and works cooperative with his clients. He has proved to be a person of integrity, trustworthiness, and honesty.My husband and I enjoyed working with Antonio and leave our meetings feeling heard and understood. It is an honor to have this opportunity to write this review and hope that it will motivate and encourage others to reach out to him. We have not been disappointed with our commitment and relationship with him.
Tony is the absolute BEST! As one of the speakers said at his appreciation lunch “Tony cares!”.
I have been working with Tony for more than a decade. He is constantly working to improve his offerings, expertise and services to his clients. I look forward to working with Tony during the next decade to ensure a financially-secure future in preparation for my retirement years.
Antonio Lugo of Smart Wealth is extremely knowledgeable and patient when explaining financial investment options. Tony cares. I have recommended him to family and friends.
Tony Lugo and his team are top notch financial professionals. Highly effective and trustworthy. Excellent communication skills, and dedicated service.
Five stars for incredible financial planning and coaching services! Antonio Lugo’s expertise and clear communication have significantly enhanced my financial confidence. With a personalized approach Tony has helped me navigate complex financial decisions with confidence. Highly recommend Antonio Lugo at Smart Wealth Strategies to anyone seeking top-notch financial guidance!
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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