Don't Just Retire,

About our Founder David Brooks

David is in his third decade as a financial advisor helping people realize their dreams in retirement. He is a nationally known keynote speaker at events all over the country on various aspects of financial planning, especially tax strategies. He is a Certified Income Specialist and a member of Ed Slott's Master Elite IRA Advisor Group, but he's a go-to guy for national events and for media because he uses plain language that normal people use, and because his approach is both unique and comprehensive. David and his wife, Melissa, are devout Christians with two sons and numerous adopted local and national charities. 

© 2024 Retire Smart, LLC

Retire Smart

Every SMART Plan Covers the 5 Critical Areas of Retirement

Sources of Income

Medical and Healthcare

Advanced Financial Planning

Risk Management

Tax Efficient Strategies

Where will my Income come from in Retirement?

How much will we pay for Medical Coverage?

How do I pass on my Assets to my heirs?

What if there is a Market downturn?

How do I pay less in Taxes?

SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any content provided is for informational purposes only and is not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Neither the firm nor its agents or representatives may give tax advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retire SMART is not affiliated with the US government or any governmental agency.