# SmartProGroup

- **Website:** <https://smartprogroup.org>
- **Primary alias:** `smartprogroup.org`

## Description

SmartProGroup is a retirement planning services firm that works with individuals and businesses to develop plans suited to their current needs and future goals. The team has served clients since 1998, emphasizing professional guidance, experience, and a collaborative planning process intended to help clients feel more confident about retirement.

For individuals, SmartProGroup offers consultations on retirement goals and options such as traditional and Roth IRAs and after-tax plans. For employers and business owners, it discusses workplace retirement arrangements, including SIMPLE and SEP IRAs, Solo and group 401(k) plans, profit-sharing, defined-benefit pension plans, and voluntary savings plans. The firm also provides guidance on after-tax retirement and tax-deferred strategies for people who do not have a company plan or W-2 income, as well as transferring assets to future generations.

Initial consultations are complimentary and can take place online or in person. SmartProGroup also organizes retirement and long-term-care events. Its team includes founder Everett Woo, co-founder Jan Chen, president Edwin Mou, and senior marketing directors Celin Huang and Nancy Zhuang.

## Industries

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

## Links

- [instagram](https://instagram.com/smartprogrouporg)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id_3uZf3p9/w/1500/h/1500/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792838400580)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id_3uZf3p9/w/100/h/100/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792838400717)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Mine Shaft | #313131 | accent |
| Parsley | #18631f | dark |
| White | #ffffff | light |

## Fonts

- Roboto — asset _(google)_
- Roboto — asset _(google)_

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