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 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.

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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

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Deanna Goldsmith

NSSA (Certified)

National Social Security Advisor 

Medicare Specialist

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Jim Hicks

Financial Specialsit

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William Rae

Healthcare /Medicare

Specialist

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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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04

Newspaper Articles

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Books & More

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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 

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Let's Connect Today
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We Value the opportunity to discuss methods we can employ (generally, rarely employed by many advisors) with regards to how we can help you strengthen your financial future. Please contact us today to schedule a free - no cost, no-obligation strategy session.

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