OUR CORE VALUES

MISSION

STATEMENT

Our mission is to help our clients maximize their financial objectives by creating financial strategies, by providing appropriate financial products, and by empowering our clients through education and communication to make informed decisions for themselves, their families, and their businesses.

WHAT

SETS US APART?

  • Flexibility - We represent numerous carriers and investment products to find the right fit for our clients.
  • Highly Qualified - We are  highly credentialed and certified to better serve your financial needs.
  • A Knowledgeable Team - Our partners and staff members are highly experienced in the financial services industry.
  • Superior Service - We regularly survey our clients to assure a high level of satisfaction with our services.

MEET OUR TEAM

Robert L. Smith, CLU®,  ChFC®, CFP®, RICP®

Professional Background

Bob Smith has been a resident of Florida since 1968, and attended the University of Florida. He then spent twelve years with a Fortune 500 company. In 1991, Bob entered the financial services industry and in 1995 added the role of training manager as well as his own practice for a large local agency. In 1999, he left his training position to concentrate full-time on building his own practice. He received his Chartered Life Underwriter (CLU) designation in 1999, his Chartered Financial Consultant (ChFC) designation in 2000, his CERTIFIED FINANCIAL PLANNER™ certification in 2000 and his Retirement Income Certified Professional in 2020. Bob’s knowledge covers many financial areas. He specializes in working with clients using a comprehensive comparative analysis system that takes a more holistic financial approach. He specializes in helping clients design strategies that create the highest income potential when they retire. Bob is a member of the National Association of Insurance and Financial Advisors, Financial Planning Association, Society of Financial Services Professionals, and Tampa Bay Estate Planning Council.

Personal

He is active in his church and enjoys spending time with his family. Bob is a former top amateur triathlete and competed internationally. Bob has won several races including the half Ironman held in Panama City, Florida. He also twice qualified for and was twice a top finisher at the Ironman World Championships in Kona, Hawaii. He has run in several marathons including the Boston Marathon. Bob now enjoys traveling and working on total physical fitness.

Robert L. Smith is a registered representative of and offers securities, investment advisory services, and financial planning services through MML Investors Services. LLC, Member SIPC. Supervisory Office: 4830 W, Kennedy Blvd ., Suite 800 Tampa. FL 33609 (813) 287-8788.

Check the background of this investment professional on FINRA's BrokerCheck

Josie K. Thomas, ACS

Business Manager

Josie Thomas has been in the financial industry for over 24 years in which she was licensed in Life, Health and Variable Annuities. During her career Josie has completed several Life Office Management Association (LOMA), in which she obtained her Associate Customer Service designation. She has also completed several classes pertinent to her position and the financial services industry. After 20 years with another large financial firm Josie joined Smith Financial Solutions in 2017. Her duties include customer service, client management, financial analysis preparation, technology specialist and business accounting.

TOP