18+ years of professional experience as financial advisor
Provides valuable advice to 100,000+ seniors every year
Holds a Bachelor of Science degree in Business/Marketing
Expert in wealth management, income protection, and retirement
About Cory Smith
Cory is our expert advisor on all things financial planning and retirement. He’s been helping folks achieve their financial goals for nearly two decades. Equipped with his expert insight, seniors can identify retirement goals and learn smart strategies to accomplish those goals. Whether it’s income protection, wealth management, or retirement preparedness, Cory has the expertise to guide retirees in the right direction.
As a true professional in his field, Cory enjoys helping seniors and their loved ones plan for the golden years. Since 2002, Cory has served as financial advisor for two well-respected companies. He holds a Bachelor of Science degree in Business/Marketing from Utah State University.
Our team of compassionate experts puts seniors and caregivers first. Whether you’re searching for senior housing, medical alert systems, or anything in-between — we’ll help you explore your options and find the perfect fit. Our team has a combined 65+ years of experience in senior care, so you can trust us to connect you with the right senior care solutions that make sense for you.
Our research, advice, and recommendations are always fact-based and comprehensive. It’s our privilege and pleasure to serve seniors and their loved ones with the best resources available. And like always, feel free to get in touch with any questions or concerns. We’re here for you!