4350 Congress Street
We listen to your dreams for your ideal retirement and provide a path for financial confidence. At Smart Retirement Strategies, we recognize that transitions present unique challenges that require creative solutions. Divorce, unexpected death or disability, retirement, business start-ups, unemployment each change brings opportunities for growth. Our qualified professionals help our clients successfully navigate their financial path.
We empower our clients by creating step-by-step plans of action uniquely designed for their specific needs. We educate our clients in financial fundamentals so that we can work together in designing smart strategies. Carefully listening to our clients, we develop a financial approach that matches their values and goals.
We collaborate with clients so that they are confident in their decisions for a better quality of life. Once their financial design is in place, we provide continued support by regularly communicating with our clients and adjusting their plans according to their needs. Their happiness, confidence, and financial well-being are our priority.
Immediate vs. Deferred Annuities
Assess Life Insurance Needs