Take the next step toward your
Smart Retirement


Improving lives by making SMART choices.

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A successful retirement doesn’t just happen.

Ensuring you’ll be able to live the retirement you’ve always imagined requires you to be proactive in your planning. Making smart decisions about your money is essential for cultivating a retirement well-lived. With this handbook, you’ll discover:

  • Five key areas of retirement planning
  • What’s likely to be your biggest retirement expenses
  • Questions you should ask your advisor before retiring

Check out our
Smart Money Minute segment on the following stations

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During the news Saturdays at 6:30 p.m.
& Sundays at 5:00 p.m.

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Saturday & Sunday
during the 7:00 a.m. news
and Sundays during the 10:00 p.m. news

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Following the Saturday
and Sunday 5:00 a.m. news

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Watch Retire SMART with
David Brooks

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Sundays at 10:30 a.m. on KMTV CBS

Sundays at 10 a.m. on WOWT NBC

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation.

Discover how we help individuals and families achieve their ideal retirements.

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Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation.

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Retirement Income Strategies

We can help you decide which types of products may work best within your overall financial strategy.

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Wealth Management & Investments

You may be able to use time to your advantage when investing for wealth accumulation.

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Life Insurance

If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.

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Tax-Efficient Strategies

Rising taxes may be a concern for anyone — especially for individuals approaching retirement. 

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Annuities

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

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Asset Protection Strategies

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.

Get instant access to our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

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At Retire SMART,
our sole focus is YOU.

We're here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

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