General Info

At Edward Smith Insurance, we specialize in guiding individuals aged 50 and older through their retirement planning journey. As a Registered Investment Advisor and Licensed Insurance Agent, Edward provides personalized financial and insurance solutions tailored to your needs. Whether you’re navigating Medicare options, Social Security benefits, retirement income planning, or investment management, we help you make informed decisions for a secure and confident future. With years of expertise, we simplify complex financial topics, ensuring you maximize your benefits and protect your wealth. Our client-first approach ensures every recommendation aligns with your goals for a worry-free retirement. Let’s build a financial strategy.