Retire Smart Consulting is a fiduciary, fee only, Princeton, New Jersey based firm that provides comprehensive financial planning, retirement planning, and investment management to busy high net worth individuals and small to mid sized business and non-profits. Retire Smart consulting serves clients as a fiduciary and never earns commission of any kind.

About Us

The bedrock of RETIRE SMART Consulting, LLC is continued education. Our primary focus is to provide clients with conflict free advice so that they can make smart and informed  financial decisions.

Our Mission

To find innovative solutions for client needs through  professional development and advanced learning.

The Fiduciary Difference

RETIRE SMART Consulting, LLC. is a fee-only, conflict-free, trusted fiduciary firm to clients who value transparency and are looking to partner with a fiduciary, so that they can do more of what they love. 

Our Services

Our Team

Retire, smarter.

Contact us today

Our Accreditations

Blogs

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start. Cash Flow If your spouse or loved one is still in the workforce, you may be able to...
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros. Active vs. Passive A key distinction for investors is whether you want a passive investment strategy or...