4350 Congress Street
Successful people naturally turn to coaches and mentors—those who possess expertise and wisdom—when making important life decisions. Doesn’t it make sense to do the same thing with our financial planning? Few decisions are more important for our long-term happiness than mapping out wise retirement plans. That’s where we come in. Our team is here to help design retirement plans that best fit your financial needs and goals. And, as your accountability guide, we will be with you throughout all life transitions that arise.
Our commitment is to continually develop our expertise as professionals so that we can best serve you. As we listen to your fears, values, and goals, we offer independent and objective advice that you can trust. Knowing that 401(k) savings alone may not be sufficient for a comfortable retirement, we will guide you in mapping your strategic retirement plan that includes both accumulation and distribution phases to efficiently use your retirement funds. Carefully designed financial goals are essential for the well-being of your family and your business.
Situated in the thriving financial community of Charlotte, North Carolina, our company specializes in retirement planning for families and small business owners. While we service all of North Carolina and South Carolina, our primary focus is in Charlotte and surrounding areas.
With over thirty years of combined experience in the financial industry, the professionals at Smart Retirement Strategies bring the skills necessary for developing plans that lead to your financial confidence.
Financial Advisor, CRPC®, RICP®
Kenneth is the owner of Smart Retirement Strategies and the Financial Planner and Investment Advisor for the team. With over 23 years of finance experience, Kenneth brings a long-view perspective to his clients. He specializes in...
Financial Services Professional
Kimberly is a Financial Services Professional for Smart Retirement Strategies with a passion for Risk Management. Simplifying what may be overwhelming, she focuses on helping clients identify goals while assessing their needs and fears...
Financial Planner/Advisor, CASL®, ChFC®
Matt is a Financial Planner and Investment Adviser Representative for the team. As a financial coach, Matt provides the options and guidance to navigate the many solutions along the way.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.