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RETIRING IN THE NEXT FEW YEARS? THIS IS YOUR MUST READ. READ NOW
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* WE HELP YOU MAKE MEMORIES
AND NOT JUST MONEY®
Schedule a Visit
* WE HELP YOU MAKE MEMORIES
AND NOT JUST MONEY®
Schedule a Visit
* WE HELP YOU MAKE MEMORIES
AND NOT JUST MONEY®
Schedule a Visit
* WE HELP YOU MAKE MEMORIES
AND NOT JUST MONEY®
Schedule a Visit
* WE HELP YOU MAKE MEMORIES
AND NOT JUST MONEY®
Schedule a Visit
5 SMART STEPS TO A CONFIDENT RETIREMENT
DISCOVERY
The Discovery Step allows for mutual discovery. We get to know you, and you get
to know us. We learn where you are today and where you want to go. You learn our
process, priorities, and philosophy. We gather financial statements and
information as required to serve you as a fiduciary.
ANALYSIS
In the Analysis Step, we seek to understand your budgeting, debt management,
retirement savings, taxation perspective, and personalized risk tolerance. We
ask questions to understand you better and offer meaningful recommendations
during future visits.
ACTION PLAN
The Action Plan Step includes recommendations to mitigate market, longevity, and
taxation risks. We clearly explain each idea and collaborate with you to
finalize the Plan. Our Retirement Income Plans are flexible, keep pace with
inflation, and allow you to make memories with those you love most.
IMPLEMENTATION
During the Implementation Step, our team assists in submitting necessary account
forms and facilitates the required administrative steps for each solution. We
help coordinate funds transfers directly from one custodian to the other. No
check or payment is ever transmitted to Smarter Retirement Solutions or our team
members.
REVIEW
Our Review Step is an ongoing part of our process. Our team partners with you
during each season of life, and we connect often to review and adjust your
Retirement Income and Legacy Plans. Your ongoing digital access to your Client
Portal allows for regular check-ups and course corrections.
Get Started with your Smart Steps Today
THE SMARTER RETIREMENT SOLUTIONS DIFFERENCE
Smarter Retirement Solutions provides comprehensive retirement income planning
and tax mitigation strategies.
We value every client relationship, no matter the size of the portfolio.
We help our clients “Make Memories and Not Just Money” as a foundational part of
our fiduciary duty.
Life is uncertain, and taking advantage of the time you have with those you love
is critical to achieving a life well-lived.
Our comprehensive lifetime income and wealth protection offerings ensure that
each person receives customized planning to meet their specific objectives.
Each season of life brings particular blessings as well as often unexpected
challenges. Our multi-disciplined and geographically diverse team delivers our
customized solutions to people from all walks of life and nearly every time zone
across the globe.
HOW WE SERVE YOU
RETIREMENT INCOME PLANNING
Our view of retirement planning dictates that our primary focus must be to
secure a foundation of lifetime income for you and your family. We partner with
you to identify various assets that have the power to create predictable,
reliable, and sustainable income that will keep pace with inflation.
Learn More
WEALTH MANAGEMENT
Once your retirement plan has a firm foundation of secure income, we begin to
develop your portfolio to achieve optimized long-term growth. Our team crafts
individual portfolios determined by your income level and risk tolerance. We
emphasize maximized growth potential without unnecessarily jeopardizing
long-term security.
Learn More
TAX-FAVORED RETIREMENT
Creating or improving tax efficiency in your Retirement Income Plan is the most
critical step toward your long-term success. Many Americans fail to realize that
vast portions of their wealth are trapped inside forever-taxed accounts like
401(k)s or IRAs. As long-time Ed Slott’s Elite Advisor Group members, we are
uniquely qualified to help you dramatically reduce your lifetime tax burden.
Learn More
OUR SERVICES & EXPERTISE
SECURE RETIREMENT INCOME
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In retirement, success is determined by the predictability of your income, not
the size of your portfolio. Money can be fleeting, but when properly designed
for lifetime durability and inflation protection, income can be a source of
great emotional and physical well-being.
PORTFOLIO PERFORMANCE
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We believe the “purpose of money should dictate the placement of money.” Each
dollar should have a specific job description for a particular season of life.
Asset optimization allows you to use a variety of financial instruments across
various risk classes to achieve the right results for each phase of your
retirement journey.
TAX EFFICIENCY
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Most people we encounter have worked a lifetime and deferred taxes inside their
retirement accounts like 401(k), IRA, SEP IRA, 403(b), etc. The idea that “you
will be in a lower tax bracket when you retire” has permeated the American
worker’s psyche. Is that statement true? In many cases, it is profoundly untrue,
and developing a solid plan to reduce the burden of taxes in retirement is
essential.
LONG-TERM CARE PLANNING
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Escalating Long-Term Care expenses are the ticking time bomb in nearly every
American’s retirement plan. We see Long-Term Care Planning as a proactive
defense against the greater than 72% chance that those expenses will ravage
retirement portfolios. With specific certifications and expertise, we integrate
Long-Term Care Planning with Making Memories and Not Just Money (correct
spelling and add registered tradesman “r”) so that clients can maximize time
with loved ones now while protecting their future dignity.
Learn More
RISK MANAGEMENT
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We use the Nitrogen testing platform (a link to the Riskalyze Test is at the top
of the website so people can take a free test). This cutting-edge risk
assessment technology extrapolates your inner feelings about acceptable levels
of risk and reward. With your Risk Score in hand, our conversations naturally
lead to finding a balanced approach to your overall exposure to the joys and
challenges of investing.
SOCIAL SECURITY TIMING
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Social Security Timing should be more about getting the best value from your
lifetime of hard work rather than seeming to try and get every penny possible.
We consider your health, longevity, income needs, marital status, and survivor
obligations to determine the statistically most ideal start date that provides
the greatest likelihood of success and maximized benefits from Social Security.
BLOGS
LOWER INTEREST RATES. NOW WHAT?
John Ripley | Oct 1, 2024
Categories
Investments
Why did the Federal Reserve cut rates? Learn more here.
WHAT HAPPENS NEXT? (MARKET ROLLERCOASTER)
John Ripley | Aug 27, 2024
Categories
Investments
It’s been a wild August for markets. Let’s review.
DON’T LET THESE COSTLY RETIREMENT MISTAKES DRAIN YOUR NEST EGG
Smarter Retirement Solutions | Nov 27, 2023
Categories
Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take
caution, make more informed decisions, and stay on track to fund your dream
retirement.
OUR AFFILIATIONS AND PARTNERS
RECEIVE YOUR NO-OBLIGATION SOCIAL SECURITY ANALYSIS
YOUR SOCIAL SECURITY ANALYSIS
* Maps out the best time to file Social Security for you and your spouse.
* Calculates value of your projected benefits during retirement.
* Identifies gaps between your projected Social Security benefits and the
income you will need in retirement.
* Easy-to-understand filing strategies, comparison charts & much more.
Download Sample
OUR OFFICE
601 S Harbour Island Boulevard
Suite 109
Tampa, FL 33602
CONTACT US
P | 877-309-3364
E | info@smarterretirementsolutions.com
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Investment Advisory Services are offered only by duly registered individuals
through Tucker Asset Management. Tucker Asset Management and Smarter Retirement
Solutions are not affiliated companies. Neither Smarter Retirement Solutions or
Tucker Asset Management are affiliated with or endorsed by the U.S. Government
or any governmental agency.
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