Smith and Associates Legacy Assets — Financial Literacy and Life Insurance for Women 40+
PROTECTING TODAY. BUILDING TOMORROW. LEAVING A LEGACY.
BUILDING WEALTH. PROTECTING LEGACIES.
EMPOWERING GENERATIONS.
FINANCIAL LITERACY • LEGACY PLANNING • ASSET PROTECTION • INSURANCE SOLUTIONS • RETIREMENT STRATEGIES • WEALTH PRESERVATION • MULTI-GENERATIONAL IMPACT
EMPOWERING WOMEN 40+ TO BUILD WEALTH, PROTECT ASSETS, AND LEAVE A LEGACY THAT LASTS FOR GENERATIONS.
Dr. Sheila R. Smith, PhD
Founder & CEO
Licensed Insurance Broker in Multiple States
FINANCIAL LITERACY
Knowledge today. Freedom tomorrow.
ASSET PROTECTION
Protect what you've built.
LEGACY PLANNING
Plan today. Empower tomorrow.
INSURANCE SOLUTIONS
Coverage that brings confidence.
RETIREMENT STRATEGIES
Retire with purpose. Live with peace.
WEALTH PRESERVATION
Preserve your wealth. Protect your legacy.
MULTI-GENERATIONAL IMPACT
Stronger families. Stronger futures.
OUR PROMISE:
We help you make confident decisions today that secure your tomorrow and inspire generations to come.
- ✓Faith-Driven.
- ✓Client-Focused.
- ✓Legacy-Centered.
Protect. Plan. Prosper.
That's the Legacy Way.
Contact Us
We're here to help — reach out anytime!
Ready to start building your legacy? Give us a call or send a message and we'll get back to you promptly.
Smith and Associates Legacy Assets
405-399-1200Hours
Monday – Friday: 9:00 am – 5:00 pm
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Client Stories
What Our Clients Say
Real families. Real results. Real legacies.
Dr. Smith changed the way our entire family thinks about money. For the first time, we have a real plan — not just hope. She made everything clear, compassionate, and completely tailored to us.
Renee & Marcus T.
Oklahoma City, OK
I came in feeling overwhelmed and left feeling empowered. Dr. Smith has a gift for breaking down complex financial concepts and connecting them to what actually matters — your family's future.
Darlene W.
Tulsa, OK
Working with Smith and Associates was the best financial decision I have ever made. My children will inherit not just assets, but a blueprint for building wealth. That is priceless.
Pastor James H.
Edmond, OK
What Clients Are Saying on Google
Sharda Dillard
August 10, 2026
I have thoroughly enjoyed working with the Dr. Sheila Smith over the years. She has been phenomenal and helping me in the transitions of my life. She has stepped up and offered so many solutions to my problems brainstorm sessions from the courses to the group sessions it has all been quite the experience that I have to say, changed my life! I highly recommend!
"Legacy is not what you leave — it's what you build."
— Dr. Sheila R. Smith, PhD
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