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Assisted Living Financial Planner

Meet Don Smith ChFC

Assisted Living Financial Consultant

 

Donald Smith, ChFC, is a graduate of the American College, obtaining the designation Chartered Financial Consultant. He started his career in the insurance industry in 1978. Don is an approved member of the National Ethics Bureau (NEB), an independent organization of insurance and financial professionals who maintain exemplary business ethics. Don has specialized in Assisted Living Financial Planning and has experience to advise you on Medicaid, (ALTCS in Arizona), and Veterans Aid and Attendance Assisted Living Benefits.

For a Complimentary Financial Initial Consultation, Please Complete the form below and you will be contacted shortly.

 

Representative registered with and securities and advisory services offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC 6187 Carpinteria Ave  Carpinteria, CA 93013, 800-874-6910.  CarePatrol Franchise Systems, LLC.,. and PlanMember Securities Corporation are independently owned and operated.

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