Investments & Retirement Planning
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.
401K Rollovers
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 choices.
Fixed Interest Rates
For over 30 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. Monitoring fixed rates routinely for clients.
Life Insurance
For more than 30 years, we have helped many families 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 young.
Long Term Care Insurance
For more than 30 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
Medicare Advantage Plans: HMO, PPO, Private Fee-for-Service, Special Needs Plans, HMO Point of Service Plans, Medical Savings Account Plans. Let us navigate all of your insurance options.