CRD: 140207
Smart Choice Financial Planning, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-18-2006
- Office Locations
- 1
Office Locations
About Smart Choice Financial Planning, Inc.
Smart Choice Financial Planning is a fee-only, NAPFA-member RIA serving individuals and families in Northwest Indiana and the Chicago area. The firm provides one-time plan and portfolio reviews, annual “tune-ups,” and ongoing portfolio monitoring and rebalancing, with an emphasis on building efficient, low-cost portfolios (including index and ETF-based allocations). Led by CFP professional Joseph W. Harowski, with 40+ years in the industry.
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Owner & Executives
JOSEPH WILLIAM HAROWSKI
Certified Financial Planner, Owner
- CRD
- #1015094
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $96,000,000 | -- |
| Total | $96,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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