Retire SMART is an independent financial advisory firm. Through a SMART Plan process, it helps take the uncertainty out of the client's financial future so they can enjoy the retirement they have always imagined.

Finance

Retire SMART

Retire SMART's headquarters in Omaha, NE, United States

David Brooks

Lyndsay Stednitz

Paul Ferguson

Mary Thompson

Alicia Schoon

Chip Maxwell

Mike Schudel

The Advisory Team at Retire SMART provides personalized financial planning and retirement solutions. They work closely with clients to develop SMART Plans, ensuring financial stability and confidence for a secure and enjoyable retirement.

Advisory Team

The Client Services team at Retire SMART ensures a seamless and supportive experience for clients by managing client relationships, coordinating initial impressions, and providing personalized assistance. From onboarding to ongoing support, this team is dedicated to maintaining exceptional client satisfaction and fostering long-term relationships.

Client Services

The Specialists team at Retire SMART is responsible for streamlining the financial planning process. The Production Specialists focus on creating and optimizing financial plans, while the Case Preparation Specialist gathers and analyzes pertinent client information to ensure tailored and effective retirement strategies.

Retire SMART

Org chart

Board & advisors

Teams

Advisory Team

Client Services

Specialists

Offices

Retire SMART

Org chart

Board & advisors

Teams

Advisory Team

Client Services

Specialists

Offices

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