Retirement Specialist Christy Smith -- Owner and President of Louisiana Based Firm The Presley Group -- Educates Clients on Securing Their Financial Futures via Annuities, Estate Planning and Life Insurance
Christy Smith Helps Plan Successful Retirements by Drawing on Experience in Banking and Insurance Industries
DENHAM SPRINGS, La., June 5, 2013 /PRNewswire/ -- Since launching The Presley Group in 2006, Christy Smith has helped hundreds of retirement age people protect and grow their nest eggs and secure their financial futures – but she prefers not to use the limiting term "financial planner" in describing her role in their lives and her company's array of services. The sign on The Presley Group's building just outside of Baton Rouge pegs those services just right: Insurance and Retirement Specialists.
Taking a personal approach to each client based on their unique needs, Christy's stated mission is to help them clarify their goals and realize their dreams based on current and long-term financial needs. She also embraces the term "teacher" because she devotes much of her consultation time to making people aware that they can use insurance products to help plan their retirement.
"Though there are a lot of sales reps in this industry," she says, "we're not simply here to sell these products. What's important is that we educate our clients how the different plans that are available can affect their lives and help them reach their goals. We want to cultivate a long term relationship."
For the past five years, Christy and her agent Matt Kennedy have co-hosted the popular local radio program "Your Money Matters," which can currently be heard each Saturday at 9 a.m. and Sunday at 8 a.m. on Talk Radio 107.3 FM (WBRP-FM), serving the Greater Baton Rouge area. The two can be heard talking frankly about money, retirement, investing and what's going on in the economy. The show is frequented by some of the nation's top financial experts like former U.S. Comptroller David Walker and Erwin Kellner, Chief Economist for Market Watch.
Throughout her career, Christy –an approved member of the National Ethics Bureau (NEB) and Certified Long Term Care Specialist – has encountered many people who were lured into the stock market with the hope of large gains, only to suffer the exact opposite depending on the volatility of the stock market. With this in mind, The Presley Group specializes in insurance based annuity products that are custom tailored to meet each person's unique financial situation. The products Christy and her team represent are issued by top-rated companies with long track records of stability, security and preservation of capital.
Most importantly, by using these products, her clients are never subject to the fluctuations that occur in the stock market – instead, they protect and grow their wealth. Not only is there "zero market risk" associated with fixed indexed annuities, but when the market goes up and clients have gain in their accounts, it's locked-in each year and theirs to keep.
Christy brings her experience as a Certified Estate Planner to another of The Presley Group's key service areas, Estate Planning. Her experience guiding clients in all related areas – trusts, wills, living wills, durable power of attorney – led her to write her new book "Plan, Protect & Preserve," which offers good general information about the choices people have - and naturally finds Christy discussing protecting money via annuities.
A third area of specialty for The Presley Group is Life Insurance. Christy and her team can compare rates among dozens of companies to find the perfect plan to fit her clients' specific needs.
Faith is the foundation of both Christy's personal life and The Presley Group's mission to serve, and, in line with the Bible verse "everything in heaven and earth is yours" (1 Chronicles 29:11), she believes that people should be good stewards with their money – and that includes making responsible decisions about putting it in environments where it can best serve people's needs during their later years.
"Our money is God's money, and when you come in our office, you're going to learn that is the core philosophy that drives our work and service," says Christy, who has donated thousands of dollars to organizations like United Way in addition to donating to the church she, her husband and her children belong to. "All I ever wanted was to make a difference in people's lives, and I believe God gave me this business I love so much so I would have the opportunity to do just that."
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