ABOUT US

Here to Help You!

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Art with his study group in New york

How Can We Help You?

  • We listen to understand your situation.

  • We present options to help you reach your goals.

  • We monitor and adjust as life changes occur.

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PREPARE FOR TODAY

Many times when people set down with us, it is the first time they have had an in-depth discussion about their finances.

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PREPARE FOR TOMORROW

What do you want to do in retirement? How long will your assets to last?

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MULTI-GENERATIONAL LEGACY SOLUTIONS

Do you want to help your children or grandchildren?

Insurance

Through our process, we help you determine your human life value. Then, we take the time to explain the insurance options and help customize your strategy.

  • Life insurance:

    • Term, Whole Life,

    • Universal Life

  • Disability Protection

  • Long-term Care

  • Business:

    • Buy/sell, Key Person

  • Pension Maximization

Investments*

We help clients clarify their financial position, goals, and aspirations through a process of discovery by gathering and evaluating your current portfolio before making recommendations.

  • Mutual Funds

  • Fixed and Variable Annuities

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Retirement Planning

Most people want to know: Will I have enough money to last me through retirement? We evaluate and assist with planning your retirement.

  • Guaranteed* Lifetime Income

  • Guaranteed* Future Income

  • 401k Rollovers

  • IRAs and Roth IRAs

*Guarantees are based on the claims paying ability of the insurer.

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PROFESSIONAL

Art’s father Cherry W. Smith was the first general manager of the Huntsville General Office of New York Life. Art followed in his dad’s footsteps and developed a love for and understanding of serving families in the Tennessee Valley area.

EXPERIENCED

Art earned his Life Underwriter Training Council Fellow (LUTCF) designation in 1994 and has been Agent of the Year for over 12 years at the Huntsville General Office. He is also a member of the Financial & Estate Planning Council of Huntsville.

PERSONAL

In his free time, Art enjoys gardening, fishing and cattle farming. He lives in Huntsville with his wife Diane and they have 3 grown children.