Erica Smith

Erica Smith is a Certified Financial Planner^® at Ocean Crest Wealth Management, where she educates and guides her clients through different stages of their financial lives, including Retirement Planning, Insurance, and Tax Planning for both short-term and long-term needs.

Erica Smith has accomplished the Circle of Champions award in the health insurance market specializing in Medicare. Her clients include those planning for their children's college funding to retirees looking to maximize their income in retirement. You can expect 100% transparency and no surprises when working with Erica.

Erica Smith is a Palm Beach County native who loves the ocean, spending time with her husband, Peter, and their two daughters, and watching her beloved sports team, the Florida State Seminoles. Please email her at Erica@OceanCrestWM.com or call her at 561-412-4889.

Beyond her work at Ocean Crest, Erica hosts The Midlife Squeeze™, a podcast exploring caregiving, aging parents, and the financial decisions families face together, and created The Family Money Plan™, an educational framework to help families navigate those decisions with more clarity and confidence. She also works alongside her husband, Peter, at their independent insurance agency, where she has built her reputation in the health insurance and Medicare markets.

Podcast : www.TheMidlifeSqueeze.com -  The information discussed on this podcast is for general educational purposes only and is not a recommendation of a product or strategy. Nothing discussed should be considered investment, tax, legal, or financial advice. Consult with qualified professionals before making any financial or investment decisions. The views expressed are those of the speakers and may not reflect the views of Ausdal Financial Partners.

The Family Money Plan™ : www.FamoPlan.com