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4350 Congress Street Suite 300 Charlotte, NC 28209

(704) 541-2735
kaltman@financialguide.com
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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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The Retirement Savings Dilemma

In deciding where to put your money for pre-retirement, you must understand how the distribution phase works.

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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:

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
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