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.
Kenneth Altman
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...
Mathias Rick
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.
Client Centered
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.