Smith Financial and Insurance Solutions is a husband and wife partnership that is passionate about helping clients grow and preserve their assets by using their combined skills and educations. Our approach is to build strong relationships with both families and businesses to secure their financial goals and make adjustments to their ever-changing situation. Our goal is to provide peace of mind to our clients by educating, assisting, and guiding them so they can grow and preserve their wealth. This process puts our clients in the best position to succeed.
The Planning Process
- Ask the right questions to get a picture of your financial situation and where you are today.
- Understand what your goals are for the future.
- Provide an honest assessment of how attainable those goals are. Determine which goals are realistic? And which goals are a priority?
- Explore what actions we need to take to achieve your goals.
- Determine the comfort level toward the actions to achieve their financial goals.
- Determine how to stay on track to provide a firm foundation so that know you what to expect.
Connie L. Smith
Connie joined the financial services in 1984 in Omaha, Nebraska. She graduated from Wartburg College in Waverly, Iowa with a BA. Connie is a qualifying life member of the Million Dollar Round Table. Connie still maintains many of her Nebraska clients and takes great pride providing quality work for her clients. Connie met Curtis at the Million Dollar Round Table Meeting in New Orleans in 2005 and joined him in Fresno 4 months later. Since coming to Fresno, Connie has expanded her practice to include financial planning to those who are getting a divorce, completing the designation, CDFA™, Certified Divorce Financial Analyst™. Connie enjoys spending time with her children, who still live in Nebraska, grandchildren, family and friends yet still finds time to volunteer in various organizations in Fresno.
Curtis W. Smith
CLU, CHFC, LUTCF
Curtis joined the financial services industry in 1985. He graduated from the American College as both a Chartered Life Underwriter and a Chartered Financial Consultant. He is also a qualifying life member of the Million Dollar Round Table. He takes great pride in the quality of work he provides. He enjoys spending quality time with his children and six grandchildren yet has also found time to volunteer with various organizations over the years. Among those have been his church , the Boy Scouts of America, Habitat for Humanity, the Poverello House, Fresno Rotary, and the Special Olympics.
Rebecca Day is our Executive Assistant. Rebecca joined Smith Financial and Insurance Solutions in June 2011. Rebecca makes sure that our clients are treated with the highest quality of customer service while helping Curtis and Connie care for all of their clients. Rebecca is married to her husband, Jeff, they have one son, Liam. She enjoys renaissance fairs, baking and spending time with her family.
Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.