Robert Goldsmith

Financial Professional/Coach/Mentor/Best Selling Author

Having lost my father unexpectedly, I was forced into the workplace at an early age to help mom pay the bills & support the family. Unfortunately, my parents never had a financial plan. So, If you believe in "Divine Intervention ..." then this was the plan God had in store for me!" Over these last 35-years I know we've served the people well helping thousands of families across the country (directly & indirectly), through our own personal experience & through our professional advisor coaching program.

We devote our time & expertise to make certain all of our clients understand the "pros & cons" of every decision made. When you work with us, what you'll find is that we are not "pitchmen" pushing products or ideologies, we are knowledgable professionals that take all of your financial circumstances into consideration prior to you making any decisions. It is the only sensible way to do what is right. Together we will put you on track for your best ever "Today & Tomorrow."

Press Release

Meet The Team

Deanna Goldsmith

NSSA (Certified)

National Social Security Advisor

Medicare Specialist

Jim Hicks

Financial Specialsit

William Rae

Healthcare /Medicare

Specialist

Keith Spoonmore

Estate Planner

Certifications

Radio Appearances

Television Appearances

Newspaper Articles

Books & More

Speaking Events

Life & Health Agent Since 1982 (licensed in Multiple States)
Securities 6,63, 26 (OSJ) Licensed From 1984 - 2010
Former CA Real Estate Licensed
Certified Debt Counselor - Financial Freedom Foundation
Certified Life Coach
Ca Notary Public
National Social Security Advisors Certificate
Mega Branding Certificate (Wealth Coach)

Power Hour CBS News Radio - Tampa, Fl - The John Sipos Show
Inspirational Talk Radio - R. Bradford - Dallas, TX
The "Financial Fitness Hour" with Robert Goldsmith & Rand Dewitt
Weekly Radio Show, "From Diapers to It-Depends"
WCGO 1590 - Chicago - Financial Tip of The Week " French & Friends"

Champions - "The Competitive Edge" - Louie Lawless Productions
Let's Do Some "Kountry Kickin" - 1994
Pay Accel - The Debt Elimination Program -2004
Dallas News Channel 33 - 2011
Success Today with Bob "The Bachelor" Guiney -2015
Medical Tourism Connection - 2011

"They Financially Do" - June 2003
"Don't Risk It "- August 2003
“It’s Time to Take Stock” - January 2004
“401(k) – Forced Retirement Accounts” Sept '06
“Risky Business” - March – 2007
"New Pension Law -07" - August 2007
"Food for Troubled Economy" - October- 2008
"America's Greatest Suburb" - Texas Observer - 2011
"Long Beach Press-Telegram" - November 2015
"Should Your Retirement Crash" - 2019 FORBES.com
" Your 401K - It's Not a Retirement Plan" - American Lifestyle Magazine

You're Earning What You Deserve... And That Sucks!

2015 USA Book News Finalist - Best in Business!

Change Your Business & Your Life By Changing The Way You Do Business!
BOOM! With Mark Victor Hansen (of Chicken Soup Fame) Explosive Techniques to Improve Your Health, Wealth & Lifestyle. 2016 - Amazon Best-Seller - Business!
Step Forward & Shine - Empowering Woman to A Better Self - International Best-Seller
Top 10 Advisors Mistakes- Helpful Advice for Financial Professionals
From Diapers to It-Depends - Your Guide to Financial Success!

Cal-State University-Northridge, CA - Economics
Pennsylvania Foster Parent Society -York, PA
Helping Build Wealth - HBW Agent Training Events
Financial Fitness - Advisors Educational Event - (Las Vegas, Arizona, Miami, Orlando, California, Ohio, New York, New Jersey, Texas, Pennsylvania, Virginia)
Specialized Seminar for Med Supplement Agents, Oklahoma City, OK
Simi Valley, CA - Board of Education Foundation
CPCU - San Antonio, TX - November 2015 - Financial Literacy Workshop
Public Speakers Assoc - Executive Director & Speaker Trainer- Plano, TX
Vitamark Dallas Group - The Importance of Financial Awareness
Eco- Water Corporate event - Keynote Speaker - Sales & Marketing
The Host of the 2016 Miss & Miss Teen Los Angeles International Pageant
Official Host for the Mrs, Miss, Teen, & Pre-teen Texas Intl Pageant
Official Host for the Miss, Teen & Pre-teen California Intl Pageant
Bellweather Capital Management - December 2016- New York, NY
The Dallas NewComers - October 2016
Citizens Police Alumni Association - October 2017
Taxes - Retirement & More - Consumer Educational Events - Allen, TX
Grupe Real Estate - Customer Service + Integrity = Success! SF, CA 2018
Your Purpose Driven Practice - Pleasanton, CA 2018
Society of American Military Engineers - Wichita, OK 2020
TCPAA - The Colony Police - October 2018
Plano Police - Coffee For Cops

Scott McGillvary HGTV	Jack Canfield Co - Author "Chicken Soup books"	Actor - Gary Clarke "The Virginian"	Jeff Foxworthy Comedian
Raymond Berry "NFL Hall Of Fame"	Samantha Riddle "Miss Texas INTL 2013"	Bob Guiney "The Bachelor & Success Today Show"	Freddie Toliver & Derrel Thomas "Major League Baseball"
Jim Rohn "Legendary Speaker"	Clark Duke Actor "Hot Tub Time Machine"	Steve McCarty "Steve Miller Band"	John Sipos CBS News Tampa FL 'WFLA News Anchor"
Rolando Blackman NBA Allstar -Dallas Mavericks & NY Knicks	Samantha Riddle "Miss Dallas INTL 2013"	Steve & Trish McCarty CEO - Education Resources Foundation	Andy Andrews "Best selling Author"
International 2016 Miss Teen & Miss Los Angeles County	Maggie Thorne "Mrs Intl 2014" NBC's Spartan Challange American Ninja Warrior	JT Foxx "Intl Wealth Coach"	Mark Victor Hansen Co-Author "Chicken Soup Books"
Actor Gary Clarke "The Virginian"	Raymond Berry "NFL Hall of Fame"	Samantha Riddle "Miss Texas Intl 2013"