Cory Smith

Financial Planning Expert

18+ years of professional experience as financial advisor
Provides valuable advice to 100,000+ seniors every year
Holds a Bachelor of Science degree in Business/Marketing
Expert in wealth management, income protection, and retirement

Highlights

18+ years of professional experience as financial advisor
Provides valuable advice to 100,000+ seniors every year
Holds a Bachelor of Science degree in Business/Marketing
Expert in wealth management, income protection, and retirement

Experience

Cory is our expert advisor on all things financial planning and retirement. He’s been helping folks achieve their financial goals for nearly two decades. Equipped with his expert insight, seniors can identify retirement goals and learn smart strategies to accomplish those goals. Whether it’s income protection, wealth management, or retirement preparedness, Cory has the expertise to guide retirees in the right direction.

As a true professional in his field, Cory enjoys helping seniors and their loved ones plan for the golden years. Since 2002, Cory has served as financial advisor for two well-respected companies. He holds a Bachelor of Science degree in Business/Marketing from Utah State University.