
1-844-435-SAFE (7223)


1-844-435-SAFE (7233)
ABOUT US
Robert Goldsmith
Financial Professional/Coach/Mentor/Best Selling Author
Perhaps it was Divine Intervention guiding my path.
"After the sudden loss of my father, I found myself stepping into the workforce at an early age to help Mom with the bills and support our family. This challenging experience, coupled with my parents' lack of a financial plan, ignited a passion in me that has driven my life's mission. For the past 35 years, I've been dedicated to making a meaningful impact, assisting thousands of families across the country—both directly and indirectly—through our personal experiences and our professional advisor coaching program.
When you work with us, you'll quickly realize that we are far from ‘pitchmen’ pushing products or ideologies, and we definitely aren’t a ‘one size fits all’ agency. We are knowledgeable professionals who take every aspect of your financial situation into careful consideration before offering any recommendations. This is the only sensible way to genuinely do what's right for you. Together, we'll set you on the path to your best possible ‘Today & Tomorrow.’ Reach out to us and let's schedule a complimentary strategy session for you and your family!
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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
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Certifications
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Radio Appearances
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Television Appearances
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Newspaper Articles
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Books & More
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Speaking Events
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Life & Health Agent Since 1982 (licensed in Multiple States)
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Securities 6,63, 26 (OSJ) Licensed From 1984 - 2010
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Former CA Real Estate Licensed
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Certified Debt Counselor - Financial Freedom Foundation
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Certified Life Coach
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Ca Notary Public
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National Social Security Advisors Certificate
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Mega Branding Certificate (Wealth Coach)
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Power Hour CBS News Radio - Tampa, Fl - The John Sipos Show
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Inspirational Talk Radio - R. Bradford - Dallas, TX
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The "Financial Fitness Hour" with Robert Goldsmith & Rand Dewitt
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Weekly Radio Show, "From Diapers to It-Depends"
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WCGO 1590 - Chicago - Financial Tip of The Week " French & Friends"
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Champions - "The Competitive Edge" - Louie Lawless Productions
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Let's Do Some "Kountry Kickin" - 1994
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Pay Accel - The Debt Elimination Program -2004
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Dallas News Channel 33 - 2011
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Success Today with Bob "The Bachelor" Guiney -2015
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Medical Tourism Connection - 2011
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"They Financially Do" - June 2003
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"Don't Risk It "- August 2003
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“It’s Time to Take Stock” - January 2004
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“401(k) – Forced Retirement Accounts” Sept '06
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“Risky Business” - March – 2007
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"New Pension Law -07" - August 2007
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"Food for Troubled Economy" - October- 2008
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"America's Greatest Suburb" - Texas Observer - 2011
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"Long Beach Press-Telegram" - November 2015
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"Should Your Retirement Crash" - 2019 FORBES.com
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" Your 401K - It's Not a Retirement Plan" - American Lifestyle Magazine
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You're Earning What You Deserve... And That Sucks!
2015 USA Book News Finalist - Best in Business!
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Change Your Business & Your Life By Changing The Way You Do Business!
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BOOM! With Mark Victor Hansen (of Chicken Soup Fame) Explosive Techniques to Improve Your Health, Wealth & Lifestyle. 2016 - Amazon Best-Seller - Business!
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Step Forward & Shine - Empowering Woman to A Better Self - International Best-Seller
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Top 10 Advisors Mistakes- Helpful Advice for Financial Professionals
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From Diapers to It-Depends - Your Guide to Financial Success!
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Cal-State University-Northridge, CA - Economics
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Pennsylvania Foster Parent Society -York, PA
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Helping Build Wealth - HBW Agent Training Events
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Financial Fitness - Advisors Educational Event - (Las Vegas, Arizona, Miami, Orlando, California, Ohio, New York, New Jersey, Texas, Pennsylvania, Virginia)
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Specialized Seminar for Med Supplement Agents, Oklahoma City, OK
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Simi Valley, CA - Board of Education Foundation
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CPCU - San Antonio, TX - November 2015 - Financial Literacy Workshop
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Public Speakers Assoc - Executive Director & Speaker Trainer- Plano, TX
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Vitamark Dallas Group - The Importance of Financial Awareness
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Eco- Water Corporate event - Keynote Speaker - Sales & Marketing
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The Host of the 2016 Miss & Miss Teen Los Angeles International Pageant
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Official Host for the Mrs, Miss, Teen, & Pre-teen Texas Intl Pageant
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Official Host for the Miss, Teen & Pre-teen California Intl Pageant
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Bellweather Capital Management - December 2016- New York, NY
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The Dallas NewComers - October 2016
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Citizens Police Alumni Association - October 2017
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Taxes - Retirement & More - Consumer Educational Events - Allen, TX
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Grupe Real Estate - Customer Service + Integrity = Success! SF, CA 2018
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Your Purpose Driven Practice - Pleasanton, CA 2018
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Society of American Military Engineers - Wichita, OK 2020
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TCPAA - The Colony Police - October 2018
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Plano Police - Coffee For Cops
![]() Scott McGillvaryHGTV | ![]() Jack CanfieldCo - Author "Chicken Soup books" | ![]() Actor - Gary Clarke"The Virginian" | ![]() Jeff FoxworthyComedian |
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![]() 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 DukeActor "Hot Tub Time Machine" | ![]() Steve McCarty"Steve Miller Band" | ![]() John SiposCBS News Tampa FL 'WFLA News Anchor" |
![]() Rolando BlackmanNBA Allstar -Dallas Mavericks & NY Knicks | ![]() Samantha Riddle"Miss Dallas INTL 2013" | ![]() Steve & Trish McCartyCEO - Education Resources Foundation | ![]() Andy Andrews"Best selling Author" |
![]() International 2016Miss Teen & Miss Los Angeles County | ![]() Maggie Thorne"Mrs Intl 2014" NBC's Spartan Challange American Ninja Warrior | ![]() JT Foxx"Intl Wealth Coach" | ![]() Mark Victor HansenCo-Author "Chicken Soup Books" |
![]() Actor Gary Clarke"The Virginian" | ![]() Raymond Berry"NFL Hall of Fame" | ![]() Samantha Riddle"Miss Texas Intl 2013" |

Let's Connect Today
1-844-435-SAFE (7233)
