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

Blogs

4 Financial Mistakes to Avoid this Spring

Shikha Mittra |
Categories
Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year: Mistake #1: Budgeting for 2023––Not 2024 A great first step to revitalizing your budget is a moment of reflection on this year’s goals. Think...

Retirement nearing? Do these 5 things first.

Shikha Mittra |
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.