You've spent your whole life defining your idea of the perfect retirement, and you've worked each day to save for it. Now it's time to ensure you can live your retirement the way you've always dreamed. We are dedicated to providing the best information and guidance for your retirement and financial future.
Our focus is on Your Needs, Wants and Wishes so your plan is customized to your goals. We'll explain, in easy to understand language, each element of this comprehensive plan to ensure it encompasses all your goals. We believe in an unbiased, transparent approach so you can make smart financial decisions.
Our focus is on Your Needs, Wants and Wishes so your plan is customized to your goals. We'll explain, in easy to understand language, each element of this comprehensive plan to ensure it encompasses all your goals. We believe in an unbiased, transparent approach so you can make smart financial decisions.
Services
Barbara Traylor Smith's path to becoming a financial professional has been a long winding road where she has encountered a multitude of educational and professional opportunities which empower her to help her clients secure their financial future. Each client Barbara encounters has a unique financial forecast that requires a personal approach.
Questions always come up, especially when planning for your financial future. We've compiled some of our most common questions here, for your convenience, but we'd be happy to answer any others you may have. We offer our clients comprehensive wealth management delivered by an independent representative of our clients.
When planning your financial future, the key is to ask the right questions. Since it's not about your money, but rather your life, it's important to know your life goals in order to establish your needs, wants & wishes. At Retirement Outfitters, we take a 30,000 foot view to create your proactive plan for managing your financial future.
In this workbook you will learn the many important topics to consider when discussing retirement planning. Your goals, wishes and concerns are all important factors that work in conjunction with your finances to help you plan for the retirement you've always dreamed of. We are financial professionals with years of experience, carrying the highest level of responsibility to you.
