The Smith Organization
We’re Changing the Insurance Game.
PayPal didn’t invent the dollar.
Tesla didn't invent the car.
Uber didn’t invent the taxi.
Netflix didn’t invent movies.
We’re on a mission to disrupt the insurance industry…
After just one session with us…
you’ll get more insight…
you’ll be more focused
you’ll feel more confident…
and you’ll know you can achieve your goals.
Our Services
Wealth Accumulation
Grow wealth with innovative investment strategies and realistic plans to enable you to work effectively toward your goals.
Retirement Planning
Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.
Income Protection
Protect your family’s income from the unexpected that prevents you from working. We provide the optimal disability income insurance solution for your needs.
Estate Planning
A well-organized estate is one of the most thoughtful gifts you can leave your family.
Tax Planning
Minimize your tax bill with some smart planning that will leave more money in your pocket every year.
Charitable Giving
The best gifts are planned. We can design a plan to help you support the charity or cause of your choice.
