MEET WITH US
Retire Smarter, Inc.
PO Box 53194
Atlanta, GA 30355
Drawing on nearly 50 years of combined retirement expertise, Retire Smarter is a leading retirement planning manager dedicated to serving the diverse needs of our clients. While markets may change, we believe The Smarter Way to Retire remains constant. Our approach is proven all while rooted in three key principles: integrity and character are always first place, look to the long-term, and take intelligent risks.
OUR THREE KEY PRINCIPLES
Knowledge is priceless, and everyone should have the opportunity to learn from reputable, trustworthy sources. We're experts, but we're also life-long students. We've built our practice to model integrity and godly character, all while driving our clients to the latest financial and retirement trends. We are devoted, passionate, and above all, very grateful for the opportunities to serve our clients and community at the highest level.
“Moreover it is required in stewards, that a man be found faithful”. Put another way, "Now, a person who is put in charge as a manager must be faithful". This is in fact, so important to us that it’s what helps guide our approach to our own retirement and retirement planning for you.
WE LOOK TO THE LONG TERM
We focus on achieving long-term results through staying open-minded, and a willingness to search for opportunity where others may not. We generally invest with a horizon of five-to-ten years or longer because we understand creating value takes time. As investors, we believe we can deliver the professionalism and expertise to help our clients pursue their goals, and that includes benchmark-beating returns –although we can’t guarantee that last part.
WE TAKE INTELLIGENT (AND CALCULATED) RISKS
We recognize that achieving our goals and investment rewards may require assuming some intelligent risks. Our deep understanding of income planning helps us as we seek to manage retirement portfolios in line with our clients’ expectations. We analyze each case to make sure the appropriate metrics and protocols are considered at every stage of the process. Our Chief Risk Officer reports to the firm’s CEO to ensure that our risk analysis is objective and free of conflicts of interest.