It’s not about us, it’s about you. 

To put it simply, above all else, we’re here to protect your interests. 

We manage investment portfolios based on fiduciary standards of excellence. We do not sell investment products, only our knowledge, therefore we remain free from conflicts of interest.

We work with clients who value transparency of fees and are looking to partner with a fiduciary who can provide sound, objective financial advice and manage investment portfolios with their best interest in mind. 

As a financial advisory firm, our primary mandate is to take informed, objective actions to achieve long term investment results that grow and preserve wealth.

A higher duty of care… 

RETIRE SMART Consulting, LLC. operates with the highest levels of trust, integrity and respect for our clients and our industry. When working with clients, we take a team-driven, collaborative approach that ensures all parties feel heard and understood. 

Our Mission

Provide consistent, conflict free advice to grow and preserve your wealth, 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 -- that’s us. We put that in writing.