Retire SMART was founded in 2017 by David Brooks, who has over 20 years of experience in the financial industry. Inspired by his own challenges with taxes and wealth planning early in his career, David founded Retire SMART to focus on the two areas most often overlooked in retirement taxes and healthcare, while creating truly comprehensive plans. 

As a Nebraska-based firm, we take pride in serving our clients with professionalism, grace, and empathy, while also giving back to the community through our support of local nonprofits. 

Our team of fiduciary advisors listens first, learns your vision for retirement, and then collaborates to design strategies that create meaningful impact, tax savings, and confidence for the future. We’re committed to helping you work toward achieving the retirement you want. 

At Retire SMART, we believe in our guiding principle: do the right thing, for the right reason, at the right time for our clients, for our community, and for the families we’re honored to serve.