Retire SMART LLC

Retire SMART is a brand that is committed to helping individuals plan for their ideal retirements by managing assets and wealth efficiently. With a team of qualified financial advisors, they offer a range of services to assist in developing an overall retirement income strategy. They also provide guidance on insurance and investment products to help achieve retirement goals.

The Retire SMART team consists of experienced professionals who are dedicated to ensuring their clients receive the assistance they need throughout their retirement. David Brooks, the president and financial advisor, is a nationally known keynote speaker and uses plain language to make financial planning accessible to everyone. Mike Schudel, a financial advisor, specializes in tax planning, estate planning, and income planning to protect clients' financial futures.

Sean Swanson, another financial advisor, focuses on coaching and educating clients to make wise financial decisions. Dustin Galvan, a former Marine, is passionate about sharing his knowledge of financial literacy and helping individuals protect their retirement dreams. Brad Starken, a financial advisor, approaches retirement planning through a tax lens to have a significant impact on clients' retirements.

With Retire SMART, you can trust that your retirement goals are in capable hands. They will work with you to develop a comprehensive strategy and provide the guidance needed to achieve the retirement you desire