Meet Robert Smith

As a longtime Thrivent member, I appreciate my role as a financial advisor. I understand how important planning for the future is to ensure one’s overall financial security.

My passion for helping people be wise with money stems from helping my aging parents make crucial financial decisions. It was during this time that I discovered how important it is to bring families together and establish a financial plan that takes into account the various needs we encounter as we age.

God has blessed me abundantly with a fantastic family that has been with me through the ups and downs in life. My wife and I have been married for 40+ years. We have two married children and love spending time with our grandchildren. I understand the need to safeguard your family’s financial security throughout all stages of life because I had to walk through those important decisions for my own family.

I specialize in planning areas like:

Long-term care planning (CLTC®)
Tax efficient legacy planning
Strategic retirement income planning (RICP®)
Generosity planning
Comprehensive planning and advice through Dedicated Planning Services
Certified Exit Planning Advisor (CEPA)

I look forward to partnering with you in establishing your legacy.

One Team - 2 Locations

Whether you are near our Sarasota Office or our Port Charlotte Office, let us serve you. We believe that money is not a goal, but a tool to make a Kingdom impact. Let us partner with you in establishing your Christ-centered legacy. Feel free to get to know us a little more at https://connect.thrivent.com/agape-financial-associates

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.