Our Code of Ethics

Our Code of Ethics

This Code of Ethics is a statement of our commitment to integrity and high ethical standards in all that we do at RETIRE SMART Consulting, LLC. This Code of Ethics defines the standards of conduct that you can expect from us to help us make the right decisions in the helping you manage your investments and helping you achieve your long term financial goals through comprehensive financial planning.

By following this Code of Ethics and our other policies and procedures, by adhering to the letter and the spirit of all applicable laws and regulations, and above all by applying sound judgment in serving our clients, we can demonstrate our commitment to our core values: putting clients first, doing the right thing, and helping clients with their long term goals.


  • RETIRESMART CONSULTING, LLC. shall exercise its best efforts to act in good faith and in the best interests of the client.

  • RETIRESMART CONSULTING, LLC. does not receive compensation or other remuneration that is contingent on any client purchase or sale of a financial product.

  • RETIRESMART CONSULTING, LLC. does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.

Our Accreditations

AIF  www.cfp     CMFC



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