Gary Smith has been a financial advisor in Santa Clara County for over 30 years. He has helped his clients prepare for and have a very successful, worry-free retirement. Gary has helped people reduce their taxes, eliminate taxes on Social Security income, avoid estate taxes, and protect their estate value. He has advised government employees, teachers, physicians, and business executives. He is also an expert in providing the most competitve life insurance products in the industry. Gary received a BA degree from Brigham Young University and an MA degree from the University of San Francisco. He has used his financial acumen to help many individuals shelter their assets, avoid probate, and protect their assets from market risk. Gary has been married to his wife, Dawn, for over 44 years, and has lived in the San Jose area for over 43 years.

If you would like assistance in planning for your future, or if you are retired and want to make sure that your doing all that you can to be financially comfortable for the rest of your life, please contact me.  There is no obligation for a free consultation.

Gary represents MANY insurance companies.  Therefore he can offer you the highest quality and lowest possible cost life and disability insurance products available in the market place.  Please call to get a quote for term life insurance or permanent life insurance.

Office phone: 408-995-3348

Fax: 408-995-3337