“I believe that people who have worked their entire lives and are ready to enter into retirement, should be able to find a way to be secure in the fact that they will always have enough income to enjoy retirement, and cover their needs.”
For over 12 years, Craig Judd, a Retirement Specialist with Smart Financial, has devoted most of his career preserving and growing the financial assets of Seniors, Retirees, and Boomers. Craig understands that there is not a one-size-fits-all approach concerning retirement, and he uses effective strategies and products to customize each plan based on the unique goals of every client.
A believer that the more people understand about their retirement choices, the better their retirement will be; Craig delivers several presentations a month educating individuals about the many retirement options available, including asset preservation, short- and long-term investments, Long Term Care planning, Social Security, tax saving opportunities, and fixed annuities.
He has seen a growing problem with Seniors outliving their savings because of poor planning. For this reason, Craig works hard to educate and develop a comprehensive retirement plan for his clients so they can enjoy a more confident retirement.
Highly respected by his peers, clients, and the Utah community, Craig is a teacher to many human resource professionals and Seniors about retirement. He currently serves as President of the Utah Valley Estate Planners Council, and is a member of the Utah Valley Chamber of Commerce. He earned his Bachelor’s degree in Marketing at Utah Valley University, and is pursuing a Master’s of Science degree in Financial Services at The American College.
His interactive and engaging approach sets him apart from other Financial Services Professionals, and Craig’s integrity and strong business practices have earned his company, Smart Financial, an A+ Financial Firm rating by the Better Business Bureau.
Craig wants everyone to have a secure retirement, and he knows the key strategies to help individuals get there. Contact Craig Judd at (801) 225-5555, or email at: email@example.com.