Mission

Helping Our Clients Make Smart Decisions With Their Money

Senior Couple Talking To Financial Consultant — Wilmington, DE — S.M.A.R.T Tax Free Retirement
Our mission is to help our clients make smart financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

Providing Financial Freedom

Our sole purpose is to help our clients arrange their financial affairs efficiently and effectively, to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives, and, most importantly, provide them with financial freedom.

Long-Term Financial Counsel and Performance

S.M.A.R.T. Tax Free Retirement was established to provide our clients long-term, value-added financial counsel and financial performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial strategies.

The Best Financial Solution

We will work alongside our clients in articulating, establishing, and achieving their financial life goals.
We believe in taking a holistic approach to financial planning for our clients. We apply the “whole person” concept in evaluating and presenting the financial options available to the individual client. In our experience, the “best” financial solution to a given situation is not necessarily an appropriate option for the client.

Achieve Your Financial Life Goals

Each client receives an individualized analysis and available financial solutions applicable to their situation as well as specific recommendations as to which paths to follow. We believe that it is particularly important to present relevant economic alternatives to develop a truly cohesive plan—one that is designed to achieve their lifelong financial goals as well as be consistent with their philosophy. We find that quality financial decisions are made after the client is informed of options that they may not know are possible.
We believe with responsible decisions, reasonable expectations, and vigilant, attentive counsel each client can achieve their financial life goals. It is to this end and purpose, on behalf of our clients, that S.M.A.R.T. Tax Free Retirement exists.
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