Jay Smith joined Gettings Reed Financial Services after a 30-year career at MBAH Insurance. His interest in helping people includes financial planning and retirement planning on an hourly-fee basis.
At MBAH Insurance, Jay became an Investment Advisor and developed “The 5-Star Approach to Retirement Planning.” He earned the designation, Retirement Income Certified Professional (RICP®) and is currently pursuing the Certified Financial Planner designation. Jay’s clients appreciate his varied experiences as a risk manager, a small business owner, and a business succession planner. He also served as a 401k trustee, a member of various foundation and pension investment committees, and an eldercare power of attorney and healthcare representative.
After graduating from the Krannert School of Management at Purdue University, Jay was a Financial Consultant at Merrill Lynch in Fort Lauderdale, FL. Recently, he returned to his alma mater to teach Financial Counseling and Planning courses in Purdue’s Department of Consumer Sciences and Retailing. He is married to Rita Smith. They have two sons, a daughter-in-law, and their first granddaughter.
At Gettings Reed Financial Services, we’re “Creating, Enhancing, and Preserving your Wealth.” Jay helps individuals and small-business owners articulate what’s in their heart and their head about retirement. Together, they prioritize these “Retirement Dreams”, leading to a more successful and enjoyable future.