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Welcome to Smart Retirement Strategies!

We are a one-stop financial services organization with experience in all the retirement issues you may encounter. We understand the investment dilemmas you face as you approach retirement and are equipped to help handle your needs as you prepare for the retirement phase of life. 

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Who We Are

We create strategies that are tailored to your needs and goals.

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What We Offer

Years of experience have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Learning Center

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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We believe a sound financial strategy is essential for your success.

We offer objective and independent guidance with your well-being as our focus. Because most people can no longer rely on pensions and social security to sustain them during retirement, it’s our goal to create an accumulation and distribution strategy with you so that you can have the money necessary for a comfortable future. Your financial confidence is our primary objective.

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Retirement Planning

Retirement Planning

Our business is built on collaboration and trust. We listen to your needs and create a strategy that fits your vision.

Insurance Planning

Insurance Planning

We are here to help you prepare for the unexpected. We connect you with resources necessary for your insurance needs.

Investment Planning

Investment Planning

Our experienced professionals are committed to providing you with up-to-date investment advice with your goals and best interest in mind.

Suggested Content:

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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