Achieving Strategic
Financial Objectives
Smith Financial & Notary Services serves as a premier multifaceted hub for entrepreneurs and families. We seamlessly combine specialized bookkeeping and insurance planning with professional notary solutions and wedding officiant services to support every major milestone you achieve.
TrustMark Notary Services
Providing certified document assurance for individuals, families, and business owners. Whether you are handling real estate transactions, legal affidavits, or personal estate plans, we ensure your documents are notarized correctly and on time.
( 01 )
General & Mobile Notary
Providing reliable notarizations for affidavits, travel consents, and legal declarations via in-office or on-site mobile appointments.
Service Fees
State of California Standard Fees: Acknowledgements: $15 per signature
Jurats: $15 per signature
Oaths/Affirmations: $15 per signature
Final Pricing is always confirmed upfront- simple, transparent, and no surprises. Specialty Services- contact for quote.
( 02 )
Loan Signings
Expert assistance for mortgage closings, refinancing, and property transfers, ensuring all signatures are properly executed.
Travel & Convenience:
0-10 miles: $35
11-20 miles: $55
21-30 miles: $75
30+ miles: Custom quote
( 03 )
Estate & Legal
Verification of wills, living trusts, and healthcare directives. We help you finalize critical legacy documents with total confidence.
What to Expect
- Accurate and Bonded Notarization | Secure Identity Verification | Flexible Scheduling Options | Mobile Travel to Your Location | Professional Document Handling
After- Hour & Rush:
Evenings (after 6 pm): +$25
Weekends: +$30
Same-Day Service: +$35
( 04 )
Apostille Services
Professional authentication of your documents for legal use outside the United States, including state and federal level certifications.
Wedding Officiant Services
For couples in California seeking a professional, legally-compliant, and deeply personal ceremony. We help you celebrate your love with a script that reflects your unique story and values.
Tier 1
Simple Ceremony
$175–$225
A beautiful, straightforward exchange of vows. Ideal for elopements or intimate gatherings with minimal script customization.
Tier 2
Standard Ceremony
$275–$350
The classic wedding experience. Includes a standardized script with personalized touches and a warm, professional delivery.
Uniquely Yours Ever
- Guidance on licenses and paperwork
- Personalized script options
- Calm and professional presence
- Guaranteed on-time arrival
- California legally-compliant ceremonies
Tier 3
Custom Ceremony
$400–$550
A fully personalized script from scratch. Includes rituals, readings, and multiple story-telling elements to make it purely yours.
BalancePoint Bookkeeping
Reliable bookkeeping solutions for therapists, social workers, psychologists, psychiatrists, and private practice owners who need accurate financial records, clear insights, and the confidence to grow their practice.
( 01 )
Monthly Bookkeeping
Accurate transaction tracking, bank reconciliations, and monthly bookkeeping support designed to keep your private practice organized, compliant, and financially informed.
( 02 )
Cleanup & Catch-Up
Bringing your bookkeeping up to date with comprehensive cleanup services that correct errors, reconcile accounts, and organize your financial records so your private practice has an accurate and reliable financial foundation.
( 03 )
Quarterly Review
Quarterly financial reporting and strategic reviews designed to help therapists and private practice owners understand their numbers, improve profitability, and make informed decisions for sustainable growth.
What to Expect:
- Accurate Records & Meticulous Detail
- Clear, Actionable Financial Reports
- More Time Back to Focus on Growing Your Practice
- Audit-Ready Documentation & Peace of Mind
LegacyPath Financial
Specializing in comprehensive financial roadmaps and insurance coverage for individuals, families, and owners. We provide the strategic protection and meticulous planning required to secure your family legacy.
( 01 )
Life Insurance
Coverage options designed to provide financial protection for your family.
( 02 )
Final Expense
Plans to help ease the financial burden of end-of-life expenses.
Income Protection
( 03 )
Solutions that help provide stability in the event of unexpected life changes.
Our Philosophy
- Providing practical options for Comprehensive Life Coverage, Unified Final Expense Planning, and Targeted Income Security, resulting in your Family's Peace of Mind
About Smith Financial & Notary Services
A Personalized Approach to Financial and Notarial Services
We created this business with a simple goal—to provide reliable, professional services that support both the practical and personal moments in people’s lives.
From notarizing important documents to helping individuals and families find the right insurance coverage, and supporting small businesses with financial organization, our focus is always the same: to make the process clear, comfortable, and tailored to your needs.
Every service we offer is built on trust, attention to detail, and a commitment to showing up prepared and on time. We understand that many of the services we provide are tied to important life decisions, and we take that responsibility seriously.
Whether you need a document notarized, guidance with your finances, or support in protecting your loved ones, we're here to help you move forward with confidence.
COMPREHENSIVE FINANCIAL CARE • COMPREHENSIVE FINANCIAL CARE • COMPREHENSIVE FINANCIAL CARE
Integrated Financial Oversight
We bridge the divide between strategic financial planning and day-to-day operations, providing a single source of truth for your BalancePoint bookkeeping and professional records.
Blueprint Accuracy
Our goal is simple: to help you feel confident that your coverage is set up the right way and will truly support your loved ones when it matters.
Trust & Verification
With TrustMark notary integration, we provide the ultimate level of verification for every critical document, ensuring our clients achieve their objectives with peace of mind.
Let’s Achieve Your Objectives
Expert guidance for your financial and notary needs. Whether you’re optimizing business bookkeeping or securing a legacy, we’re ready to help you thrive.
