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.
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.
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.
While no one expects to become disabled, 1 in 4 Americans do so prior to retirement age. An accident, an unforeseen medical event, a catastrophic injury can all lead to temporary or permanent disability. So, what happens when you suddenly find yourself unable to work? Most people turn to Social Security Disability. Unfortunately, the Social Security Administration offers limited disability benefits that are notoriously difficult to obtain. Difficulty aside, if you are lucky enough to...
If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their definitions. Asset Backed Securities Asset-backed securities are bonds or notes that are backed by assets such as credit card accounts receivable, auto loans, and home equity loans. Blue Chips Blue chips are well-established, well-recognized, financially stable companies. Blue Chip companies offer a variety of products and services, have been in...