About 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 the time I spent 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 43 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 the following areas:
- Long-term care planning (CLTC®)
- Tax efficient legacy planning
- Strategic retirement income planning (RICP®)
- Generosity planning
- Comprehensive planning and advice through Dedicated Planning Services
Robert Smith is a Dave Ramsey SmartVestor Pro and is honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you.
Neither Dave Ramsey nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
"Dishonest money dwindles away, but whoever gathers money little by little makes it grow." Proverbs 13:11
Charities that we devote our time, treasure, and talents to:
- Habitat for Humanity
- Food For the Hungry
- Jesus Water Wells – GTSSS - India
- Hope For Kids – Sarasota, FL
- Stephen's House
- Compassion International
- Prodigal Daughters-Sarasota, FL
- Selah Freedom -Sarasota, FL
- Bring on the Ministry- Bradenton, FL
- Turning Points- Bradenton, FL
Education & Accomplishments
- Long Term Care Florida State Certified
- FL2-15 Life & Health Insurance Licenses.
- FINRA Series 66 Uniform Combined State Law.
- FINRA Series 7 General Securities Representative.
- RICP Retirement Income Certified Professional
Meet My Team
Agape Financial Associates-Sarasota Office
Agape Financial Associates
- Title
Team Practice
- Website
- https://connect.thrivent.com/agape-financial-associates