Retirement Plans

Retirement Plans

SmartPlan Investing offers a large selection of investment vehicles to choose from.

Your Future Is In Your Hands


The purpose of your retirement plan is to allow you to pursue a financially secure retirement. Successful retirement simply means retiring with enough money to support you. It sounds simple, and it is simple— but it’s not easy. SmartPlan’s approach to your retirement savings is to assist you to succeed. Our goal is to help you make the right choices on the elements you control.

Planning for retirement used to be a simple matter. Work until age 65, begin receiving retirement benefits, and enjoy the worry-free days of retirement. This was the dream of the average worker.
The real world has become a quite different story. Most of today’s retirees find that Social Security alone isn’t enough to make ends meet and many have no other retirement savings. Thus, too many people spend what they had hoped would be a comfortable retirement struggling to put food on the table or a roof over their heads. For them, retirement can be a financial nightmare.

The straightforward fact is this: to obtain investing peace of mind and a secure retirement, you have to take matters into your own hands. You need to put money aside into a diversified portfolio now for the years ahead. No matter whether you have 20, 30, or more years before retirement, or if it is right around the corner, your retirement security is something to think about today.

  • 401K
  • 403b
  • Custodial
  • Contributory IRA
  • Custodial Roth
  • Defined benefit Plan
  • Education Savings Inheritance IRA
  • Estate
  • General Partnership
  • Guardianship
  • IRA
  • IRA Rollover
  • Money Purchase Plan
  • Profit Sharing
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Spousal R/O IRA
  • Charity
  • Community Property with Rights of Survivorship
  • Conservatorship
  • Corporation
  • Irrevocable Trust
  • Joint Community Property
  • Joint Tenants in Common
  • Joint Tenants in Entirety Joint Tenants with Rights of 
  • Survivorship
  • Limited Liability Corporation Non-Incorporated
  • Personal Revocable and Amendable Trust
  • Sole Proprietorship Testamentary Trust
  • UGMA
  • UTMA

Do you have questions about your financial picture? Let's talk about it.

Atlanta, GA

Jupiter, FL

(770) 450-6625
(561) 744-9547
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