Catherine Smith [ChFEBC℠]
14362 N Frank Lloyd Wright Blvd
Suite 1240
Scottsdale, AZ 85260
Original Certificate Date: 11/17/2025
ChFEBC℠ Number: S030925CS
Organization: LifeTyme Financial Advisors
Cell: 630-209-2845
Email: csmith@ltfallc.com
Website: www.ltfusa.com
States Currently Licensed: AZ
State Insurance License: 19189725
Primary Insurance: National Life Group, Ameritas Life Insurance Co
Primary Investment: Matson Money
Services: Investor coaching regarding saving and investments, retirement planning. IRA Roth, 401(k)/retirement plans, rollover TSP – FERS/CSRS; estate planning strategies. Life and disability insurance services
Additional Information: As a Brand Ambassador of Matson Money, I am trained in the Matson Method® – a powerful, objectve approach to investing grounded in economic science and the science of human behavior. Through education and guidanc, I help clients connect their financial decisions to what matters most: their purpose for money and their vision of the American Dream