Whether you want to learn how stock, bond, or mutual fund investments work, we can help you. Get the information you need on investments and retirement planning from Greg Smith Investments in Asheboro, NC.
Investing money can be confusing, especially since there are many different products to choose from. Investments can also be risky because money grows based on changes in the stock or bond markets. Worry no more when you rely on us.
Take the mystery and risk out of investing by working with an independent, accessible, and trusted financial advisor. We will help you select one or more options to meet your financial goals, personality, and risk tolerance. We specialize in the following:
If you have left a job or retired, we can assist with rolling over your 401K. It is better to have a local and trusted advisor to help you grow your money and draw a retirement income. Many employer plans offer limited investment choices.
Fixed Interest Rates
For over 20 years I have specialized in finding the highest fixed rates for my conservative clients. Call me anytime to find out the current highest fixed rates.
For more than 24 years, we have helped many families and business owners find the lowest life insurance rates possible. If you are newly married or starting a family, you should buy life insurance and lock the premiums in while you are young.
If you own a business and have partners, you may need life insurance to buy the business from the estate if they suddenly pass away. Without proper planning, your partner’s spouse may become your new business partner!
Long Term Care Insurance
For more than 20 years, we have helped many families choose the best long care insurance plan. A nursing home stay can cost over $7,000 per month. At $84,000 per year it would not take long to use up all of your savings!
Medicare Insurance Plans
Save for the future and plan your retirement carefully. Fill out our online form to book an appointment or call us today at 336-672-2155 for inquiries.