Jacob Orand, a native of Omaha, NE, joined Retire SMART in May 2023. He holds a BSBA in Business Management with a Minor in Marketing from the University of Nebraska at Omaha and holds the Series 65 license along with Nebraska Health, Life, and Annuities licenses. Jacob’s path to financial advising was shaped by a personal experience when his father suffered a stroke, forcing his family to navigate complex systems like Medicare, Social Security, and retirement planning. This journey fueled his passion for providing accurate, clear guidance to families facing similar challenges.
Jacob thrives on staying updated with the ever-changing landscape of tax laws, IRS regulations, estate planning, and Social Security. He is passionate about helping clients create comprehensive plans to help achieve their retirement goals with confidence. What he loves most about working at Retire SMART is the opportunity to help families from all walks of life build a holistic plan for their future. Outside of work, Jacob enjoys bicycling, playing basketball, watching his favorite movies, and reading news and research articles.
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 are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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