Smith Financial & Insurance Solutions
Over 50 years experience
Call us today: (559) 453-1224
Connie W. Smith
LUTCF, CLTL, CDFA™Connie has over 27 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, LUTCFCurtis has over 26 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 prsmithfinanciale protection to you and your family if you start early.
Divorce
Connie, CDFA™, is skilled at analyzing and prsmithfinancialing expertise on the financial issues of divorce.
Investments
We are allocation and diversification specialists here to help your investment performance.Connie recently completed the CDFA™
Posted by Smith Financial on 07 Mar 2012
The CDFA™ (Certified Divorce Financial Analyst) designation is very unique in that it helps the client and/or the attorney with the financial aspects of the divorce and what the financial implications are both now and in the future.
Read more123College.com, Inc. and what it means to you
Posted by Smith Financial on 07 Mar 2012
College 123….. Curtis and Connie are now representatives of 123College.com, Inc. Connie and Curtis will be able to
Read moreNASDAQ Marketsite in Times Square, New York
Posted by Smith Financial on 07 Mar 2012
Curtis and Connie attended the American Reality Capital Due Diligence Meeting at NASDAQ Marketsite in Times Square, New York.
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