Christy Smith is an approved member of the National Ethics Bureau (NEB), an independent organization of insurance and retirement specialists who have maintained an exemplary record of business ethics. In addition, she is a Certified Long Term Care specialist and has achieved the Certified Estate Planning designation from the National Institute of Certified Estate Planners.
Christy has been devoted to helping retirees and those approaching retirement understand their retirement needs for many years. She takes her clients from the accumulation stage of their assets ,to the preservation stage and through the distribution stage, with the minimum amount of income tax, capital gains tax, and estate taxes.
Christy Smith explains The Presley Group’s mission: “We provide personal, caring, and knowledgeable advice to help you clarify retirement goals and realize your financial dreams. We’ll sit down with you and really get to know who you are and where you want to be. Together we’ll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized retirement strategy.”