Financial Planners . Roanoke, VA . Retirement Planning . Insurance . Roanoke, Virginia

Financial Planners • Retirement Planning • Insurance • Roanoke, VA

1037 E. Riverside Drive • Salem, VA 24153 • Toll-free 877-267-2286

With over 30 years of experience in financial planning, Rodney Smith, CLU®, ChFC® will knowledgeably advise you on the money matters that determine your family's quality of life.

The Chartered Life Underwriter (CLU®) certification is the world's most respected designation of insurance expertise.
The Chartered Financial Consultant (ChFC®) certification indicates the highest level of financial planning expertise.

We maintain on-going relationships with our clients and will meet with you on a regular basis to review your plans and make changes as you life circumstances change.

And, in addition to services that we provide, we are happy to offer referrals to lawyers and other professional who can help with life planning issues such as:

Wills
Durable powers-of-attorney
Healthcare powers-of-attorney
Living wills
Living trusts

Contact us using our convenient on-line form, or call us at 540-387-3657 or toll-free at 877-267-2286, and start on your path to financial security.

Rodney Smith, CLU®, ChFC®

Smith-Wheeling & Associates • 1037 E. Riverside Dr. • Salem, VA 24153
Fax 540-387-2350 • Cell 540-206-5708 • Toll-free 877-267-2286 • rswap@comcast.net

	Financial Planners • Retirement Planning • Insurance • Roanoke, VA

	1037 E. Riverside Drive • Salem, VA 24153 • Toll-free 877-267-2286
Home About Us Contact Us	With over 30 years of experience in financial planning, Rodney Smith, CLU®, ChFC® will knowledgeably advise you on the money matters that determine your family's quality of life. The Chartered Life Underwriter (CLU®) certification is the world's most respected designation of insurance expertise. The Chartered Financial Consultant (ChFC®) certification indicates the highest level of financial planning expertise. We maintain on-going relationships with our clients and will meet with you on a regular basis to review your plans and make changes as you life circumstances change. And, in addition to services that we provide, we are happy to offer referrals to lawyers and other professional who can help with life planning issues such as: Wills Durable powers-of-attorney Healthcare powers-of-attorney Living wills Living trusts Contact us using our convenient on-line form, or call us at 540-387-3657 or toll-free at 877-267-2286, and start on your path to financial security.

Rodney Smith, CLU®, ChFC® Smith-Wheeling & Associates • 1037 E. Riverside Dr. • Salem, VA 24153 Fax 540-387-2350 • Cell 540-206-5708 • Toll-free 877-267-2286 • rswap@comcast.net
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