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Smith Financial and Insurance Solutions | Fresno, CA


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Smith Financial & Insurance Solutions

Over 63 years experience

Call us today: (559) 453-1224








Connie L. Smith

LUTCF, CDFA™
Connie has over 31 years of experience in the financial services industry and a qualifying member of the Million Dollar Round Table. Connie enjoys spending time with her children, family and friends yet also finds time to volunteer in various organizations.

Curtis W. Smith

CLUC, CHFC, LUTCF
Curtis has over 30 years of experience in the financial services industry and a qualifying member of the Million Dollar Round Table. He graduated from the American College as both a Chartered Life Underwriter and a Chartered Financial Consultant.





Financial Planning

A sound financial plan can help protect your assets now and increase your wealth in the future.

Insurance

Insurance can be an affordable option to protect you and your family in the event of an unexpected illness or death of a family member.

Divorce

Connie, CDFA, is highly skilled at analyzing such situations, and providing guidance on the financial issues of divorce.

Investments

We specialize in asset allocation strategies to better diversify your investment dollars to lower your risk and to increase your investment returns.




A Certified Divorce Financial Analyst

Posted by Connie on 25 Apr 2017

A Certified Divorce Financial Analyst can forecast the long- term effects of the settlement. We empower women to make informed decisions so that they may be able to secure a respectful and equitable divorce settlement. We work to educate women on issues they likely wouldn’t know otherwise. We give our clients peace of mind and […]

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An Advisors Role

Posted by Connie on 25 Apr 2017

A key role of an advisor is to listen to your needs and concerns and to provide the objective feedback and experience in financial markets that will keep your plans on track.  A financial advisor is someone that you work with to help you achieve your financial goals throughout the various life stages.   With 60+ years […]

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Financial Advisors

Posted by Connie on 18 Apr 2017

It is time to consider bringing in a professional financial advisor to help preserve and expand your nest egg.  Look for someone trained, credentialed and experienced in financial planning who can help you design and execute a plan that meets your financial needs as well as your risk tolerance within your time horizon. Sound financial […]

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