Brad Smith

Experienced financial insurance advisor focused on protection and growth.

Brad Smith

Experienced financial insurance advisor focused on protection and growth.

Brad Smith is an experienced financial insurance advisor with a strong background in both insurance and financial planning. With 10 years in the industry, Brad Smith specializes in helping individuals, families, and businesses integrate insurance solutions into their broader financial strategies. By offering expert guidance on life insurance, annuities, disability insurance, and other financial protection products, Brad ensures clients are well-prepared for life's uncertainties while staying on track to meet their financial goals.

Focused on personalized service, Brad takes the time to understand each client’s unique circumstances and objectives, offering tailored solutions that protect their wealth and provide long-term security. Whether it's navigating the complexities of whole or term life insurance, or designing strategies for retirement income, Brad delivers expert advice with clarity and care.

When not working with clients, Brad Smith enjoys family, outdoor sports, fitness, and reading and stays actively involved in continuing education to remain up-to-date with industry trends, providing the most relevant and effective solutions in an ever-changing financial landscape.

Free Financial Review

store product block Free Financial Review poster
Free Financial Review

Free Financial Review

store product block Free Financial Review poster
Free Financial Review
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How does an IUL work?

How does an IUL work?

What’s your Financial Advisor isn’t telling you

What’s your Financial Advisor isn’t telling you

How indexing work with an IUL

How indexing work with an IUL

index Universal Life illustration

index Universal Life illustration

Learn how to use US Tax Code

Learn how to use US Tax Code

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