Retire Smart Consulting is a fiduciary, fee only, Princeton, New Jersey based firm that provides comprehensive financial planning, retirement planning, and investment management to busy high net worth individuals and small to mid sized business and non-profits. Retire Smart consulting serves clients as a fiduciary and never earns commission of any kind.
The bedrock of RETIRE SMART Consulting, LLC is continued education. Our primary focus is to provide clients with conflict free advice so that they can make smart and informed financial decisions. To find innovative solutions for client needs through professional development and advanced learning.
The bedrock of RETIRE SMART Consulting, LLC is continued education. Our primary focus is to provide clients with conflict free advice so that they can make smart and informed financial decisions. To find innovative solutions for client needs through professional development and advanced learning.
Services
We manage investment portfolios based on fiduciary standards of excellence. We do not sell investment products, only our knowledge, therefore we remain free from conflicts of interest. We work with clients who value transparency of fees and are looking to partner with a fiduciary who can provide sound, objective financial advice and manage investment portfolios with their best interest in mind.
We invest in tools and technologies that directly help our clients. Not unnecessary personnel that dilute our effectiveness, inflate our operating costs and adversely impact our fees. We are efficiently supported by hundreds of support staff at custodians, research, and technology partners. We believe that tax planning is to maximize after-tax returns and managing expenses and turnover costs.
Unlike other fiduciaries, we are trained and licensed in fiduciary standards, laws and best practices. Helping C suite executives with their complex retirement planning and compensation packages. Helping physicians minimize taxes and maximizing retirement savings through innovative cutting edge solutions.
We follow a prudent process and use the fiduciary standard of excellence as our guideline in managing your assets. We follow a proprietary due diligence process of selecting and monitoring investments based on fiduciary standards. Fact-finding and discovery -- We will gather information of your current situation and your future goals.
This Code of Ethics is a statement of our commitment to integrity and high ethical standards in all that we do at RETIRE SMART Consulting, LLC. We are so committed to our Code of Ethics and Fiduciary Oath, that we put them in writing.
By following this Code of Ethics and our other policies and procedures, by adhering to the letter and the spirit of all applicable laws and regulations, and above all by applying sound judgment in serving our clients, we can demonstrate our commitment to our core values: putting clients first, doing the right thing, and helping clients with their long term goals.
By following this Code of Ethics and our other policies and procedures, by adhering to the letter and the spirit of all applicable laws and regulations, and above all by applying sound judgment in serving our clients, we can demonstrate our commitment to our core values: putting clients first, doing the right thing, and helping clients with their long term goals.
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