Retire SMART is an independent financial services firm focused on helping individuals and families plan for retirement with greater confidence. With locations in Omaha and Lincoln, Nebraska, the firm offers personalized guidance designed to support clients as they prepare for and manage life in retirement. Its services include retirement planning and consulting, retirement tax consulting, wealth management for retirement, IRA planning, and 401(k) consulting.

Retire SMART says it helps clients develop a retirement income strategy and maintain that strategy throughout retirement, using investment and insurance products tailored to individual needs and objectives. Advisory services are offered through SMART Wealth, an affiliated federally registered investment adviser. The brand also provides educational resources, including retirement planning toolkits and handbooks, a SMART Library, blog content, events, and radio and television programs featuring retirement and financial topics.

Retire SMART presents its mission as improving lives through thoughtful planning and informed financial choices. Its website notes that investing involves risk and that its information is for general purposes, not individualized financial or tax advice