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Planning Futures
A Proven Approach
A Proven Approach
Since 1994, we have helped create Planning Models and Strategies to meet long-term financial goals for families, businesses, pre-retirees and retirees.
Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
A Proven Approach
A Proven Approach
We start by identifying the problems that each clients faces, and focus on elminating losses by solving those problems.
When we recommend a solution or strategy, you will know why we designed the model to meet your needs.
Why Us?
A Proven Approach
Why Us?
Our team puts YOU first.
Our process is designed specifically to help you to understand the math of your future outcome.
We are fully licensed and credentialed fiduciaries. You can count on unbiased recommendations and impartial guidance.
Strategic Movement Around Retirement Taxation
Lost Money
The GREATEST SECRET in the Fiancial Planning process is knowing how to avoid the catastrophic losses that hurt you the most.
Net Worth doesn't just happen. The right model should focus more attention on avoiding losses than chasing rates of returns. The 3 Biggest Losses most people contend with are Money Lost to Debt; Money Lost to Taxes and Money Lost to a Bad Market.
Bad Markets always get better. 100% of the time, a Bad Stock Market improved to a higher point that it had prior to the downturn.
Money lost to Debt & Taxes NEVER get better. They are not like fine wine, the losses here do not get better with time.
Debt Free 4 Life
Compound Interest working FOR you is alwatys better than Compound Interest working AGAINST you. When you ae in debt, guess which one applies to you?
The secret to building wealth is to stop giving away your lifestyle money to banks and lending institutions. A Debt Free Lifestyle is totally attainable if you understand the math that is hurting you. Once you redirect your budget to spin the tables in your favor, you will be on your way to a Debt Free Lifestyle forever.
Tax SMART 4 Life
Taxes in retirement are the single biggest expense most Americans face when it comes to their retirement money. The only other loss that is just as scary as taxes, is money lost to poor health and the unexpected medical expenses.
Once you understand the rules and learned the math, avoding or reducing those taxes is as simple as taking action. Taxes do not go away by themselse, but they do with proper planning and sound advice.
Taxes are a Debt Unpaid.
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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
There are two kinds of lost money...Money Lost forever or Money Lost that you might get back.
Money Lost to Debt & Taxes is money you never get back. It is gone forever, and once you give away that dollar, you forever lose the right to earn interest on that dollar in the future.
Momey Lost you might get back could be money lost a porrly performing market, where the market builds back the money that was lost over time.
It should start with knowing the math that is hurting you the most when it comes to accumulating and distributing wealth. Once you identify the problem(s), you can build a plan to beat the enemy of your money.
Not compared to the money lost if you're not aware. The first meeting with our firm is complimentary, where we find out if our process is a good fit for you.
In most cases, the recommended strategies do not impose any type of advisory service fee.
Remember, the PROBLEM is the money lost, not the solution. The benfits of your personal plan will far outweigh any money you could potential be on track to lose if you do nothing.
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Strategic Movement Around Debt & Retirement Taxation
Too many times, we make the wrong decision because we are focusing on the wrong problem. Let's spend some time exploring the math that is hurting you the most, and we can work on that together.
SMART Retirement Strategies, LLC
239 East Avondale Drive, Greenville, South Carolina 29609, United States
Mobile 281-632-6832 Office 864-447-5200 Email tspikes@mysmartretirement.net
Hours
BY APPOINTMENT ONLY
To schedule a peersonal appointment, please go to https://go.oncehub.com/smartmeeting
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