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Steven Smith
 

Create a Clear
Financial Vision

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I became a Financial services broker because I wanted to help my neighbors and the residents of Central Texas, Grandview, and the surrounding communities with their financial and life goals with a personalized investment strategy. My highest priority is to create value and peace of mind for my clients.

I grew up in the small rural Texas town of Mexia. My family always had too much month at the end of the money. Even though we knew how to work hard and play hard, I knew there had to be a better way to live than being just over broke my entire life. I joined the financial services industry, 24 years ago and it's been a life-changing experience. My wife, Sharon, is the pastor of Grandview First Methodist Church and my daughter Mindy attends Grandview ISD.

Whether you are interested in financial services, investment services, or term life insurance, I can help find the financial solutions that meet your needs. Let me assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security including income protection, retirement protection, debt solutions, and education funding for your children's educational expenses.

I pride myself on providing excellent customer service to each person who walks through my office doors. I strive to treat each customer the way I'd want to be treated–with respect and integrity. I welcome Grandview residents to call or visit our office to see how we can help them achieve their financial goals and dreams.

Meet Our Partners

TD Ameritrade
Franklin Templeton Investments
Morningstar
AIG
Genter Capital Management
Brighthouse Financial
Horizon Investments
Invesco
Lincoln Financial Group
AGF
Fidelity Investments
Meeder Investment Management
Dana

Money affects every area of life…

marriage, kids, careers, and even how we feel about ourselves. The biggest enemy is confusion. When you don't know where you're going, it creates unnecessary worry or stress.

When you create a clear financial vision, you stop struggling with:

  • Fear about your financial future
  • Arguments over money
  • Debt
  • Little or no savings

Benefits of having a clear financial vision:

When you are excited about your future, you live more confident today.

  • Free of financial worry
  • Better family relationships
  • Less debt and more savings
  • More productive

How to create a clear financial vision:

  1. Schedule a Call.

    It's about 60 minutes. Let me learn about you and where you want to go.


  2. Review your clear financial vision and the simple steps to get you there.

    It's about 60 minutes.


  3. Implement the action steps.

    We do the heavy lifting and help make it happen.


Schedule a Call

7 Steps toCreate a Clear Financial Vision

Request this short, easy-to-understand video that removes the mystery of money, and provides 7 simple steps to create a clear financial vision. It will empower you to take more control of your financial future. Once you are clear about where you are going, and how you are going to get there, you will worry less about money and enjoy life more.

" This video helped me understand the fundamentals of how money works. It provided me a roadmap to manage debt, save money, and plan for a secure retirement. I couldn't wait to share that 'financial literacy' with my friends and family. "
Connie C
Grandview, TX
" This video provided me with a clear pathway to financial security for me and my family. Today, I no longer have to work and we are debt free. We paid off our house, cars, college expenses, and investing now for our grandkids' education. "
Jim K
Fort Worth, TX