JANET L. SMITH

ADMINISTRATIVE SPECIALIST

Janet is an Administrative Specialist with SSB. She provides administrative support and performs administrative duties, including processing client financial statements, business valuations and other client documents for final presentation. Janet oversees the maintenance and retention of electronic and physical client documents.

News & Updates


4 min read

Time to Check Your Beneficiary Designations

For 2022, the federal estate tax exemption is $12.06 million (effectively $24.12 million for a married couple). With...

3 min read

401(k) Loans: Yay or Nay?

In today’s tough economy, you may find yourself struggling to cover your day-to-day expenses. But rising interest rates...

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