This Is What Retirement Should Look Like!
Maintain Or Even Upgrade Your Lifestyle In Retirement With Guaranteed Income For Life…Let’s Find The Right Solution For You!
Your Best Years Are Yet To Come...
Let’s Make The Most Of Them!
Watch The Video Below To Learn More:
What Does Your Dream Retirement Look Like?
Do you imagine playing 18 holes in the morning, followed by a long lunch with friends? Several vacations a year, without the dread of coming back to work?
Or is it simpler than that…spending as much time with your family as you can?
Maybe you plan to keep working, but less hours? Or you want to dedicate as much time as possible to a hobby, like woodworking or gardening?
Every retirement is different, and no matter what yours looks like, you want to be sure of one thing: you can afford it.
50% of Americans can’t afford their current lifestyle in retirement…which means they either have to downsize their homes, continue working, or rely on family members (usually children and grandchildren) to keep their heads above water.
Does that sound like a dream retirement to you?
It doesn’t to us, either…
Introducing…A Smarter Way To Retire!
A successful retirement comes down to 3 things:
Enough money coming in every month to live comfortably as long as you are living.
A contingency plan if something happens to you or your spouse, so financial stress doesn’t accompany a deep loss.
Legally minimizing your tax burden so you keep more of your money instead of giving it to Uncle Sam.
The good news is you can have it all…but you need to start planning NOW!
Now Is The Perfect Time To Plan A Better Retirement
Whether you’re early in your career, getting close to retirement, or already retired, you still have time to make your retirement better.
If you want to have more income every month, ease your tax burden (legally), and make sure your family is taken care of when the unthinkable happens, then it’s time to meet with a SMART Retirement Professional!
SMART stands for Strategic Movement Around Retirement Taxation…it’s our unique way of maximizing your retirement income while minimizing the amount you pay in taxes.
Why do we do this?
Because you’ve worked too hard for too long to leave your retirement to chance. We believe every hardworking American deserves an amazing retirement, and we’re on a mission to make it happen.
Here’s how we do it:
Step 1
Request More Information
Hit the button below, enter your contact information, and answer a few quick questions to help us match you with a SMART Retirement Professional suited to your unique situation.
Step 2
Check Your Phone
Once we’ve matched you with the perfect SMART Retirement Professional, they’ll be giving you a quick call. This call is just to get a few more details so they can create a customized retirement income solution just for you.
Step 1
Meet With Your SMART Retirement Professional
Your SMART Retirement Professional will meet with you virtually (or in-person, if possible) to go over your options. Together, you’ll create a plan that makes the most sense for you based on your current situation. Of course, your plan can change as your situation changes, to make sure you always have the best possible solution for retirement based on your circumstances.
Just Hit The Button Below To Begin Your Journey To A Better, Smarter, Retirement!
Is This For Me?
If You Are :
Early in your career, and want to be proactive about retirement
Towards the middle of your career, and need to get serious about the future
About to retire, and not sure if your savings will outlast you
Already retired, but want more out of your retirement savings
Unhappy with the current returns you’re seeing from your retirement plans (i.e. 401K, IRA)
Comfortable with your current retirement plan, but want to explore your options
Worried about taxes eating away at your wealth
Then this is for you!
Frequently Asked Questions
I’m Already Retired…Will This Work For Me?
That truly depends on your current situation. In many cases, we’ve helped retired folks reorganize things in order to increase their monthly retirement income and reduce their tax burden. If you have retirement accounts like a 401K, IRA, or other savings, we may still be able to find a better solution for you. And if we can’t, no problem at all…we will tell you that you already have the best possible solution!
Why Should I Trust You?
Great question! For more than 20 years, we have found (or created) innovative retirement income solutions for clients across the country, from hardworking blue-collar folks to the ultra-wealthy. We pride ourselves on designing the perfect solution for your unique situation, no matter what that is. We have over 300 SMART Retirement Professionals in our network, so based on your situation, we’ll find the perfect advisor for you!
What If I Have No Money?
Unfortunately, this is one of those scenarios where we are likely unable to help. If you’re bankrupt, behind on your debts, unemployed, have no savings, on welfare, etc. there’s not much we can do. However, if you are employed, but think you have no money, think again. Any chance you have one or more retirement accounts (from your old jobs or even current job) sitting around gathering dust? Those accounts could be the key to a better retirement!
Are You Just Trying To Sell Me Something?
Maybe. In the interest of transparency, our SMART Retirement Professionals are compensated based on selling you products that make up your customized retirement income plan. However, there is no hard sell here. Your SMART Retirement Professional will go through your situation and your finances with you, and make recommendations based on what they see. If they see a way to increase your retirement income, reduce your tax burden, and take care of your family with a different solution than you have now, they will tell you. However, if your SMART Retirement Professional does not see a better solution than what you currently have, they will be honest and tell you that too. We are not in the business of pushing product just to make a sale. We are in the business of making sure every American has the best shot at their dream retirement.
If I Request More Info, Will I Get A Million Calls A Day?
Not at all. We respect your privacy and we respect your time. After filling out the form and requesting more information, you will be matched with a SMART Retirement Professional. They (or someone on their team) will contact you. And that’s it. We have no intention of selling your information to a hundred different people and ruining your life with constant phone calls. You will be matched with ONE SMART Retirement Professional, and one only. The only other time anyone will contact you is if someone from our head office reaches out to ask how your experience was. That’s it.
What Do You Use To Increase My Retirement/Lower My Tax Burden?
Every retirement is different, and so our SMART Retirement Professionals are trained to use a variety of different tools to create a customized retirement solution for you! These tools may involve stocks, bonds, funds, insurance products, annuities, and other investment vehicles…whatever makes the most sense for your situation, all with the intent to maximize your retirement income, legally minimize your tax burden, and make sure your family is taken care of no matter what.
Privacy Policy: By opting in for more information, your contact information will be shared with a SMART Retirement Professional who may contact you to set up an appointment and create a retirement income plan for you.
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