Guiding You to a Secure Retirement

We know that planning for retirement can be a daunting task with no clear path to a successful future. At Smith Gillis Financial LLC we know that one plan does not fit every person and every person has a different vision of their future. Our consultative approach to building your individualized plan has proven over the years to be successful for varying retirement goals. These plans are built on a strong foundation of capital preservation, eliminating risk, while earning a reasonable rate of return to grow your retirement nest egg.

With over thirty years of collective Medicare related experience we are able to inform and advise the best fit for your Medicare related coverage whether it be United Healthcare, AARP, Aetna, Connecticare, Humana, Anthem, etc. We have an extensive portfolio of Supplemental products to fit any need and can help you make the right choice for your Part D medication plan as well. Be it traditional Medicare Supplement or Medicare Advantage, we can help you save money and receive the best care and coverage available.

Here at Smith Gillis Financial LLC, we specialize in Life Insurance to protect young families just starting out, prepare for college funding, plan for their own retirement, or be ready for the unexpected. We take pride in providing protection to the hundreds of families that want a secure future for their loved ones. These solutions can be found using an array of different products such as Term Life, Index Universal Life, Single Premium Life, etc. We have the experience and the caring approach to help you find the best fit for your family and the best protection for your family’s future.