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Financial Planning in Shelton and Belfair, WA

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Arnold Smith Insurance, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Arnold Smith Insurance, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Arnold Smith Insurance is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Arnold Smith Insurance today to see how Financial Planning can help achieve your goals.

Our Locations

Shelton Office

1535 Olympic Hwy. N.
Shelton, WA 98584
Main office: 360-426-3317
Toll free: 800-633-4848
Fax: 360-427-8634

Belfair Office

22881 NE State Rt. 3
Belfair, WA 98528
Main office: 360-277-5300
Toll free: 800-633-4848
Fax: 360-277-5678

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.

Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!

Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.

Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.

Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.

Susan T.