It's important for clients to know they're not alone when it comes to financial challenges. As a small business owner, I have faced many of them first-hand. I share with clients the same practical advice I practice when making decisions.
One of our key strengths at Smart Retirement is communication. I want clients to understand the steps in the financial planning process and stay informed along the way. Creating a two-way street paves the way to success for both of us.
Twenty Five years ago, I took a leap of faith by starting a business in a world where women did not do business. This gives me a different view of the challenges small business owners face and drives me to find solutions for their problems.
Smart Retirement, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Each client’s needs are different. There’s no one-size-fits-all when it comes to financial products. We cherish the long-term relationships we build and helping them to connect the dots on a retirement plan tailor-made for them.
The most frequently asked question from our clients is “Will I have enough money to retire?” We work with clients every day to answer this important question.
Our clients participate in a unique and proprietary system with a step by step process that enables us to determine which solution or service they may need in order to help achieve their financial goals.
At Smart Retirement, we have a saying “teamwork makes the dream work”. Our team includes not only our in-house staff, but all of the home office people who create proposals and assist with placement of our investment and insurance products. This synergy adds a broader perspective to all we do and helps provide increased benefits to our clients.
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