Take the next step toward your

SMart Retirement

Improving lives by making SMART choices. Achieve financial confidence with thoughtful retirement planning to build a more secure and fulfilling future you deserve.

Toolkit

The Toolkit You Need for Retirement.

With this free toolkit you’ll learn:
  • Ways to transform your retirement worries into confidence in your retirement plan.
  • Ways to discover the weak points in your retirement plan
  • Ways even small tweaks to your retirement plan can make a difference
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Watch Retire SMART with David Brooks

  • Sundays at 10:30 a.m. on KMTV CBS
  • Sundays at 10 a.m. on WOWT NBC

Watch Smart Money Minute on these stations

  • Sundays during the 7:00 AM news on KMTV CBS
  • During the news on Saturdays at 7:00 am & Sundays at 5:00 pm on WOWT NBC
  • Following the Saturday & Sunday 5:00 a.m. news​ on KETV

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation.

Discover how we help individuals and families achieve their ideal retirements.​

Listen to

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Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation.

Instant Download

INSTANT DOWNLOAD​

A successful retirement doesn’t just happen. ​

Ensuring you’ll be able to live the retirement you’ve always imagined requires you to be proactive in your planning. Making smart decisions about your money is essential for cultivating a retirement well-lived. With this handbook, you’ll discover:

  • Five key areas of retirement planning
  • What’s likely to be your biggest retirement expenses
  • Questions you should ask your advisor before retiring

At Retire SMART,
our sole focus is YOU.

We’re here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

Get your copy of the Make It Happen Handbook guide!

Make It Happen Handbook

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SMART Library

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