RETIRE SMART Consulting, LLC

RETIRE SMART Consulting, LLC is a fiduciary, wealth management firm helping busy executives, self-employed professionals achieve their financial goals by focusing on tax, retirement, and estate issues and small business owners reduce their fiduciary liability and taxes and save for retirement by optimizing their retirement plans.

Our pledge is to help our clients make SMART financial choices based on discipline and not emotions. We manage investments thorough a prudent process based on global standards of excellence as our guidelines.

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 based on real returns. We believe that tax planning is to maximize after-tax returns and manage expenses and turnover costs.

We differ from large practices in that we believe in personally serving you versus assigning you to a junior advisor and focus more on one-to-one relationship. “Quality over Quantity”.

My commitment is to help lots of people. And share knowledge. It pains me to see hard working people make financial mistakes which can easily be fixed with the right guidance and time. That is why when I am not working, you will see me sharing knowledge at the university, teaching or helping in the community or spending time with my husband and two children.

I would love to add value to your financial life. Let’s schedule a call and together we can decide if we can.