James (Jim) M. Smith, LUTCF®,
CLTC®

Financial Advisor

I joined New York Life as an Agent in 1999 after a 20-year career of working in education as a high school coach and teacher. I know Texas’ Teacher Retirement System inside and out, so if you’re part of that system, my team and I will work with you to determine how far your pension or retirement plan will take you, where you should be investing, and what we need to do to protect your assets.

I have been a resident of the Spring area for 26 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband, father of two, and now a grandfather I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

As your financial coach, we’ll take the process as slowly as you want, and I’ll be available to answer your questions whenever you need me. I don’t believe in pushing people into things they don’t need, and I’ll always give my honest recommendations on what’s best for you even if it doesn’t benefit me.

I hold a Bachelor's degree from Mississippi State University and am a graduate of New York Life's award-winning training program, NYLIC University. I am a lifetime MDRT* member and have been a top producer since joining New York Life in 1999.

To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their experience to work for you, please let me know.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Our Location

21021 Springbrook Plaza Drive, Suite 210
Spring, TX 77379

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