We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.
At Retire SMART, we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a workshop, feel free to schedule a one-on-one, no-obligation meeting.
Estate & Tax Planning November 11 @ 6:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost your financial confidence and help you make […]
Estate & Tax Planning in Retirement November 13 @ 6:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost your financial confidence and help […]
The Psychology of Retirement November 17 @ 4:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into retirement. The film addresses […]
The Psychology of Retirement November 17 @ 6:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into retirement. The film addresses […]
Navigating IRMAA & Medicare November 19 @ 6:30 pm Learn How to Avoid Medicare Surcharges & Keep More of Your MoneyAre you prepared for the hidden costs of Medicare? Many […]
Strategic Charitable Giving December 2 @ 6:30 pm Maximize your impact! Learn strategic, tax-smart ways to give to charity while aligning with your financial goals.In retirement, many individuals seek ways […]
Social Security Blueprint December 9 @ 6:30 pm Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, where you’ll gain practical strategies for making the most […]
Social Security Blueprint December 11 @ 6:30 pm Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, where you’ll gain practical strategies for making the most […]
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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities generally do, but not all are subject to fees, surrender charges, and holding periods. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retire SMART is not affiliated with the US government or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Retire SMART is stated or implied. Appearances on the media outlets included herein are paid placements.
Companies on the 2023 Inc. 5000 list are ranked according to percentage revenue growth from 2019 to 2022. The full 2023 Inc. 5000 list was published in August 2023. SMART Wealth paid Inc. Magazine a non-refundable processing fee to be considered for inclusion on the Inc. 5000 list.
