Jodie M Smith
Jodie M Smith
Financial Advisor
(713) 244-1260

10100 Richmond Ave
Houston, TX 77042
Please Schedule Appointment
Get Directions

My Background

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? I am here to learn more about your goals and work with you to make thoughtful and informed decisions about your financial future!



Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Shell Federal Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with an existing retirement plan from a previous employer?
• How will you pay for a child's or grandchild's education?
• Financially, what would happen to your family if you died?
• How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation


Affiliations

2015 - Current - CUNA Brokerage Services, Inc., Woman of Distinction


Personal

I have been in the financial industry for over 16 years.  Married to my very supportive husband, Andrew Smith.  We are so blessed to have two children, Maekayla and Corban.  We enjoy doing many outdoor activities and spending time together with family and friends.  I was born and raised in Alaska and am now looking forward to serving the members of our community here in Texas!


Professional Services
  • Financial Planning
  • Wealth Management
  • Education Funding
  • Estate Planning
  • Retirement Planning
  • 401(k) Planning
  • Wealth Preservation
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Retirement Income Planning