RETIRE SMART Consulting, LLC
RETIRE SMART Consulting, LLC is a fiduciary, fee only investment management and financial advisory firm serving high net worth individuals and businesses. We offer no conflicts of interest, investment management and comprehensive financial planning services to help clients make SMART choices with their financial matters especially related to their investment portfolios, retirement and estate and company retirement plans. We manage investments thorough a prudent process based on global standards of excellence as our guidelines. We follow a strict due diligence criteria to choose, monitor and replace investments.
We believe that your goals should drive your investments choices. Your investment portfolio is created based on investment principles and financial science and then customized based on your risk tolerance and time frame. We believe that required returns should be the based on real returns. We believe that tax planning is to maximize after-tax returns and managing expenses and turnover costs. We also believe in disciplined versus emotional approach to portfolio management.
We help busy executives, business owners and professionals make smart and prudent choices and help businesses reduce their fiduciary liabilities by managing their retirement plans based on fiduciary standards.