Your trusted source for your insurance and financial solutions.

Smart Financial Inc. is all about helping you work smarter, not harder, with your insurance. We’re also focused on making accounting services such as bookkeeping and tax services simple, as they should be. If you think smart like us, you’ve come to the right place!

Who we are are where we’re going.

Carla Alves began Smart Financial Inc. with the focus of helping individuals, independent professionals, and business owners find the insurance solutions they need to protect what’s most important. In fact, the meaning behind our name is based on making smarter goals: specific, measurable, achievable, realistic, and anchored within a time frame to evaluate and readjust. Backed by extensive experience and a dedication to customer service, you can count on Smart Financial to help you get the insurance that covers your unique needs. In addition, we also provide accounting services for individuals and businesses, including bookkeeping and tax preparation.

Why choose us?

As an independent insurance agency, we are committed to understanding who you are and what your needs are to properly protect against the risks you face. We know no two situations are the same, and neither should your insurance coverage. That’s where we come in, helping you find options and guiding you to make smart, informed decisions on your insurance. Because in the end, your future and your finances are important. You can count on us to help you every step of the way!