About
Our mission is to help you realize your ideal retirement, free of worry and stress, by providing you with valuable information that will enable you to put your retirement “nest egg” to work harder and smarter without exposure to risks.
Our team of investment experts is headed by Shelby Smith, Ph.D. Dr. Smith’s team of seasoned professionals are well-versed in the investment arena, Dr. Smith’s professional career includes the following:
- College professor of economics, insurance, finance and real estate.
- CFO, CEO and Chairman of a bank and a mortgage bank.
- Successfully operated a brokerage firm and life insurance agency.
- Author, speaker and consultant in the financial service industry.
- Has held the following licenses: Life Insurance; NASD 7, 24, 27, 63.
