Smart Financial Planning Revenue

Financial Services • 9572 Reymont St, Orlando, United States • 1-10 Employees

Smart Financial Planning revenue & valuation

Annual revenue	$642,419
Revenue per employee	$129,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,100,000
Total funding	No funding

Key Contact at Smart Financial Planning

Eddie Condren

Owner

Company overview

Headquarters	9572 Reymont St, Orlando, Florida 32827, US
Phone number	+17066275729
Website	thesmartfinancialplan.com
NAICS	52
Keywords	Comprehensive Financial Planning, Tax Planning, Insurance Solutions, Asset Management, Retirement Planning, Mergers & Acquisitions, Business Planning, Financial Planning, Estate Planning, Cash Management, Investment Management, Family Business, Retirement Income Strategies, Education Funding, Investment Strategies, Insurance Strategies, Deferred Compensation Plans, Charitable Strategies, Multigenerational Planning, Bonus Plans
Founded	2022
Employees	1-10
Socials

Smart Financial Planning Email Formats

Smart Financial Planning uses 2 email formats. The most common is {first name} (e.g., john@thesmartfinancialplan.com), used 75% of the time.

Format	Example	Percentage
{first name}	john@thesmartfinancialplan.com	75%
{first initial}	j@thesmartfinancialplan.com	25%

About Smart Financial Planning

Smart Financial Planning helps individuals and families take control of their financial future. We specialize in serving high-net-worth business owners, high-earning W-2 employees, and medical professionals with tailored strategies. Our expertise includes addressing tax uncertainty in retirement planning and delivering comprehensive financial solutions through internal expertise and strategic collaboration. We provide personalized strategies to meet your unique goals. We are committed to helping you achieve financial clarity, build a lasting legacy, and secure a prosperous future. Contact us to schedule a consultation and learn more about how we can support your financial journey.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Smart Financial Planning has never raised funding before.

Frequently asked questions

Smart Financial Planning is located in 9572 Reymont St, Orlando, US.

You can reach Smart Financial Planning at +17066275729.

Smart Financial Planning generates an estimated annual revenue of $642,419. This revenue figure reflects the company's market position and business performance in its industry.

Smart Financial Planning has an estimated valuation of $2,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Smart Financial Planning was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Smart Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Smart Financial Planning

Eddie Condren

Owner

4.8

40,000 users