Welcome to The Insurance Smith

At The Insurance Smith, we empower you to navigate today’s complex financial world. We help tailor a plan to fit your individual and family needs, as well as the needs of your small or large business.

After thorough research and careful consideration, I have decided to take my practice in a new direction. In 2017, I passed the Uniform Investment Adviser Law Examination (Series 65). While I have always done what was in my clients best interest, I am now legally bound to provide you and your family with a fiduciary level of service and only offer solutions that serve in your best interest.

I have created two distinct business entities to service clients in different ways: The Insurance Smith provides insurance products and services, while The Insurance Smith offers investment advisory services. My mission is to provide personalized, high quality financial services to a diverse group of clients at all income levels.

 

*Insurance offered through Jeffrey Smith, independent agent.

Our Services

Auto Insurance

Auto Insurance

Nobody expects to be in an automobile accident, even though car accidents are a common occurrence in modern society. You don’t want to trust to luck when it comes to something so important, and you also don’t want to overpay when you don’t have to. If you have any questions or want to talk about your options regarding Auto Insurance policies, please feel free to contact The Insurance Smith Agency LLC Auto Insurance today.
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Commercial Insurance

Commercial Insurance

Business owners in Virginia need commercial insurance to protect their businesses and their employees from unforeseen circumstances. Since every business is different, you need the help of a knowledgeable agency like Insurance Smith Agency LLC to help you understand the kind of risks that your business faces and the coverage options that would suit it.
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Home Insurance

Home Insurance

Legally, you’re not required by law to take up this policy in Virginia but mortgage companies won’t offer a home loan when you choose not to get it. Many require that you buy a policy that at least covers everything you own on your property. Once you start paying your premiums, insurance providers like Insurance Smith Agency LLC will protect you by taking up the cost of loses due to injuries, death or damages caused by a covered risk.
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Income Planning

Income Planning

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At The Retirement Smith, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
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Insurance Solutions

Insurance Solutions

Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
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Life Insurance

Life Insurance

Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.
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Long Term Care

Long Term Care

It can be beneficial to have a plan to be able to fund long-term care, should you need it at any point in your retirement. We are here to help you prepare for a long and comfortable retirement.
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Social Security

Social Security

Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
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