# East Valley Retirement

- **Website:** <https://eastvalleyretirement.com>
- **Primary alias:** `eastvalleyretirement.com`

## Description

East Valley Retirement is a financial advisory brand that helps individuals and families plan for a more secure financial future through personalized, comprehensive services. Its approach begins with data-driven assessment, moves to an individualized plan, and continues with ongoing management designed around each client’s goals and circumstances. Services include retirement income planning, investment management, tax planning, long-term healthcare planning, and estate and legacy planning. The firm also offers insurance and fixed annuities through Undrea Smith, as well as educational resources to help clients understand topics such as Social Security, charitable giving, divorce-related financial decisions, behavioral finance, and market changes. East Valley Retirement emphasizes simplifying complex financial matters and providing tailored guidance rather than applying a single strategy to every client. The organization features a team led by founder and CEO Undrea Smith, RICP®, and provides opportunities to book a meeting and connect with its offices in Arizona and Wisconsin. Its learning center, articles, videos, calculators, and free Social Security ebook support clients as they make informed financial decisions.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/Eastvalleyretirement)
- [instagram](https://instagram.com/east_valley_retirement_)
- [youtube](https://youtube.com/channel/UCL8XTHBS43HGSUns2aLQyRw)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idZ-HrHE_Y/w/600/h/306/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793325564313)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idZ-HrHE_Y/w/2048/h/2048/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1793325564841)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Red Damask | #d37233 | accent |
| Prussian Blue | #003c58 | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

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_Source: <https://brandfetch.com/eastvalleyretirement.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._