Retire SMART LLC

Q: What is Retire SMART LLC's company size?

Retire smart llc has 11 - 50 people working.

Financial Services

Specialities :

Omaha retirement

Fiduciary

Retirement planning

Nebraska

Roth

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Retire SMART is an independent financial advisory firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. Our president and founder, David Brooks is a Certified Income SpecialistTM and a Certified Healthcare Reform Specialist. Retire SMART radio is hosted by Brooks and can be heard weekly on stations throughout the Omaha metro, including 1110 KFAB and 99.9 KGOR. Retire SMART TV is seen on Sunday mornings on KMTV and WOWT. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services

Contact Information

Omaha , Nebraska , United States

retiresmartomaha.com

Retire SMART LLC Org Chart

Employees

Total Employees:
17

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others19

Employees Working At Retire SMART LLC

Luka Milakovic

Financial Assistant

Shannon Smay

Production Specialist

Evan Marshall

Director of Tax Services

Lyndsay S

Director of Operations

Alicia Schoon

Director of Talent Managment

Retire SMART LLC Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Project Management	Omaha, NE	financial, radio, communication

Trigger

Tech Stack Used By Retire SMART LLC

A quick view of products employed by Retire SMART LLC

Amazon connect

Google analytics

Access

List of technologies used by Retire SMART LLC

Communication

Customer service

Financial

Media

Operations

Jobs at Retire SMART LLC

Hiring 2024-04-17 20:00:29

Director of Sales Marketing

Omaha, NE

Company Description Retire SMART is an independent financial advisory firm based in Omaha, NE. We...

Hiring 2024-11-04 13:24:04

Financial Advisor

Omaha, NE

Company Description Retire SMART is an independent financial advisory firm located in Omaha, NE. ...

Hiring 2024-10-17 01:42:48

Financial Advisor

Omaha, NE

Company Description Retire SMART is an independent financial advisory firm based in Omaha, NE. Th...

Frequently Asked Questions About Retire SMART LLC

What does Retire smart llc do?+

What are Retire smart llc's specialties? +

Omaha retirement,fiduciary,retirement planning,nebraska,roth,ira,tax strategies,investment strategies,annuities,stock portfolios,and insurance strategies