Smartvestor Pros provide a refreshing twist on financial planning with the heart of a teacher, not the attitude of a salesman. Are you in the Topeka, KS area and looking for a financial advisory firm with over 75 combined years of experience to help guide your retirement plan and investments in a tax-efficient manner?.
At The Retirement Team we believe that those we serve are entitled to great advice in a transparent, straightforward, and easy to understand manner. Simple is a favorite word of ours. Because we make things simple, our clients easily understand what we are doing on their behalf and why we are doing it.
At The Retirement Team we believe that those we serve are entitled to great advice in a transparent, straightforward, and easy to understand manner. Simple is a favorite word of ours. Because we make things simple, our clients easily understand what we are doing on their behalf and why we are doing it.
Services
No one knows everything, especially when it comes to getting right all the financial aspects of a successful retirement. It takes a team of professionals, each with specialized knowledge to make sure you are doing the best you can with the resources you have. Our firm boasts over 75 years of combined industry experience and has one simple goal-to help our clients live more enjoyable lives with a little help from smarter planning.
With all the noise out there, it can be hard to know whom to trust or where to go to for personalized advice. People's nest eggs have unfortunately become sales opportunities by many looking to take advantage of retirees or pre-retirees who don't have the education or knowledge to understand all the hidden fees and/or high commissions in some of today's complex investment products.s.
If you'd prefer a one on one educational 3 step review that's customized to your financial needs and includes. Investment advisory services offered through Next Generation Investing, LLC, a Registered Investment Adviser. The Next Generation Investing, LLC Form CRS can be found here & form ADV Part 2 here.
WealthGuard is a free service that helps you watch over and protect your hard earned nest egg. It can monitor all of your accounts daily through patented technology and can automatically notify you via email and/or text when action is needed. Protecting your wealth has never been easier.
All it takes is about 15 minutes to fill out a simple risk questionnaire and to get all of your accounts protected, whether they are advisor-managed accounts, your 401k at work, or self-managed accounts.Investment advisory services offered through Next Generation Investing, LLC, a Registered Investment Adviser.
All it takes is about 15 minutes to fill out a simple risk questionnaire and to get all of your accounts protected, whether they are advisor-managed accounts, your 401k at work, or self-managed accounts.Investment advisory services offered through Next Generation Investing, LLC, a Registered Investment Adviser.
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