Discover the Path to a SMART Retirement

Comprehensive Planning for Today's Retirees


Map your ideal retirement outcome.

Step 1 in our process is to gain clarity around your specific goals and what you want to accomplish in retirement.


Determine personal benchmarks.

Step 2 is to conduct a detailed assessment to determine where you are today compared to where you want to be.


Outline custom retirement blueprint.

Step 3 is to create your personal blueprint, using our proprietary Smart Retirement Blueprint™ process.


Break ground and lay plan foundation.

Step 4 is to begin plan implementation, focusing on your top priorities and establishing a 6 month runway to achieve your key wins.

The SMART Retirement Blueprint™

The Elements of a Carefully Crafted Plan, Personalized to You

SMART Vision

Establish clear targets and clarify the numbers needed to realize your ideal retirement.

Secure Your Foundation

Ensure permanent income and lifestyle protection, while safeguarding your loved ones.

Medical and Healthcare

Navigate healthcare needs, life changes, and the costs associated with confidence.

Asset Management

Optimize your investments to achieve your goals with less risk, taxes, and expenses.

Risk Management

Personalized strategies to mitigate the risks most likely to jeopardize the success of your retirement.

Tax-Conscious Planning

Proactive strategies to help you minimize your tax liability so you can keep more money in your pocket.

Total Wealth Management

4 Pillars of a Rich Retirement

  • Lifestyle Focused Financial Plan

  • Health and Wellbeing

  • Relationships

  • Purposeful Activity

Our process is designed to help you connect your money with what matters most to you, so you can enjoy the richest retirement experience possible

Are you retirement ready?

Your path to a more confident retirement starts here.

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1897520 - 08/23

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Contact Us

Call us at: (704) 275-2500

Email us at: [email protected]