RETIRE SMART Consulting, LLC.is a fee only wealth management and investment advisory firm providing services to busy high net worth individuals and businesses .We work with clients who value transparency of fees and are looking to partner with a fiduciary to provide conflict free financial advice and manage investment portfolios with their best interest as the only objective. We manage investment portfolios based on fiduciary standards of excellence and do not sell investment products, except our knowledge, thus avoiding any conflicts of interest. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to take objective actions that are designed to achieve long term investment results.

RETIRE SMART Consulting, LLC. does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We act as fiduciaries and are held to a higher standard of care.

Our Mission: Provide consistent trusting advice, create long term relationships and make a positive difference in the lives of our clients.

What is a Fiduciary?

A Fiduciary is a person who has a duty of care, loyalty, honesty and good faith to always act in the best interest of the clients. 

Our Accreditations

AIF  www.cfp     CMFC



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