Contact Detail

GARY W. SMITH

Phone: 610 458 7900
Fax: 610 458 7907
Email: gwsmith@financialguide.com

PROFESSIONAL SPECIALTIES
Executive/Employee Benefits Design
Life, Disability Income & Long-Term Care Insurance
Investment Management/Portfolio Analysis through access to professional asset managers
Retirement Planning – Individual & 401Ks
Estate Planning
Succession Planning

QUALIFICATIONS
Licensed Insurance Agent, 1969
Chartered Life Underwriter, CLU (1976)
ChFC (1983)
Registered Health Underwriter, RHU (1985)
Member, Society of Financial Service Professionals
Professional Achievement through Continuing Education, PACE member
VA Tech Hokie ’67 Grad – Honored for Outstanding Leadership

PERSONAL
Served as Lt. in U.S. Army – Aug 1967 to Aug 1969
Married to Sue – 1981
2 Children
Activities include: Tennis, paddle tennis, ocean kayaking, board sailing, golf, skiing, cycling, hiking
Member of Wayne Presbyterian Church
Member of Waynesboro Country Club