Our SimpleSmart Clients
Our clients are regular, hard-working people whose lives are full of the events that most of us go through. That's often when we first meet — after a life event such as the birth of a child, an early retirement offer, the end of a marriage, the passing of a spouse, or the sale of a family home or business — when a life event prompts decision making.
Whatever the life event, we've been through it before. We act as your guides and help you make smart financial and investment decisions for you and your family.
You may retire only once but we have helped our clients through the retirement process numerous times. Each person and situation is unique but our process remains the same -- SimpleSmart advice when you need it most.
We care. We simplify. We've been through this before.
A few life stories:
- Matthew, 52
Untangling a Legal Problem
- David and Naomi, 72
A Growing Trust
- Stan, 62
- Elizabeth, 69, and her son Dan, 49
Calm Among the Chaos
Identities have been changed to protect our clients' privacy.