Michael J. Smith CLU, ChFC

17300 Dallas Parkway, Suite 1000
Dallas, TX 75248

Direct: (972)759-3942
Fax: (972) 774-1652
Email: msmith@nfocusfinancial.com
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Mike's Approach

I am committed to providing independent, customized guidance to help clients achieve the financial health and confidence they desire. By utilizing various financial tools I am able to get a clear picture of each client's financial condition and then help them formulate a plan to achieve their goals. I work independently of any product providers which reassures my clients they will be presented with a solution that is best for them. I attempt to simplify complex financial principles and products for my clients, making it easier for them to understand recommendations and make informed decisions.

 

Professional Accolades

Mike has been a Million Dollar Round Table qualifier each year he has been in the financial services business. He has been affiliated with the John Hancock Financial Network (JHFN) since 1993 and has been awarded JHFN's prestigious ACE Award which recognizes its leading representatives who demonstrate a high level of professionalism, integrity, and a commitment to excellence. Mike has received the ACE Award for 15 years and has been inducted into JHFN's coveted Hall of Fame. Additionally, Mike has been featured in Texas Monthly magazine making the list of *FIVE STAR Wealth Managers in the Dallas/Fort Worth area since 2008 and his practice was awarded the Practice of Year for 2016 by Signator.


 

Personal

Mike has lived in the Dallas area since 1983. He has been married to Trudy since 1967 and they have two children and three grandchildren. Mike is an active member of his church and teaches Sunday school to first-grade children. He enjoys playing golf, spending time at his cabin in Colorado, and driving his 2009 Dodge Challenger R/T Classic.

 

 

*The FIVE STAR award is a client services award issued by Five Star Professional, based on an overall evaluation score of wealth managers that reflects and average of all respondents and may not be representative of any one client's experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly magazine.