Smart Women® in Retirement

Learn how we’re helping women across America achieve financial security in retirement through smarter retirement planning.


Simple &

Forward thinking retirement's biggest financial concerns; We think much differently about managing risk to better protect you and your family.

Retirement Planning

Medicare & You

Social Security

Divorce & Money

Built for Your Benefit

We plan for the unique risks women face in retirement.

How you plan your finances in retirement is just as important as your journey of saving for retirement.

It’s important to understand the options available to help protect the assets you’ve spent a lifetime accumulating.

Planning for Specific Outcomes

Just don't lose the money honey.

We rescue retirements by doing what many financial experts are unwilling to do — Pay attention, be careful and pick the tools that maximize the upside of the markets while eliminating market risk to principal, and being very uncomfortable with the possibility of seeing our clients take any losses.

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Ready to Take the Next Step?

Get in touch with an advisor.

Let us know a little bit more about you and we will match you with a Retire Smarter Advisor in your area.