Smart Retirement Options, LLC
Keys to a Successful Retirement
You worked hard to save money for retirement. Now, it’s time to protect it. At Smart Retirement Options, we strive to help you do exactly that. Many people are concerned by the idea that they could run out of money in retirement. However, there are ways to keep your money safe while earning a reasonable rate of return** to ensure you don’t run out. Please contact us to schedule a meeting or attend an educational seminar to learn more.
- Our Locations
Bridgeville, PA & Morgantown, WV
- Call Smart Retirement Options Today
What We Do
We Provide You With the Keys to a Successful Retirement
We aim to provide you with all of the information you need to make informed decisions about your retirement future. What factors will affect your retirement? What’s your risk tolerance? Do you know what would happen to your money during a market downturn?
We prioritize our clients’ long-term financial stability. There are ways to keep your money guaranteed* safe for the rest of your life, and we’re here to help you learn about them. Annuities and certain types of life insurance may be effective tools for accomplishing this. Contact us for more information.
Attend A Seminar
Complimentary & Informative
Schedule A Meeting
One-on-one Consultations
Our Guiding Principles
Safety First
You may have had a higher risk tolerance while working. However, as retirement approaches, or even arrives, your goals may shift. Now that you are no longer working, your savings are your main source of income, and keeping them safe becomes even more important. You may choose to withdraw the money you previously had in stocks or another investment and put it somewhere guaranteed* safe instead.
Reasonable Rate of Return**
If you prioritize safety, does that mean you have to forego the possibility of a reasonable rate of return** (RRR) in retirement? Thankfully, no. A RRR* is, in our opinion, one of the keys to a successful retirement strategy. Annuities and certain types of life insurance policies can provide this benefit, while also keeping your money safe. Options like these can protect your savings even in times of market volatility, while also growing your savings over time to hopefully counteract the rising cost of living.
Keep it Simple
Who said retirement had to be complicated? We believe that some of the most effective retirement strategies are simple ones. It is critical that your strategy is one that you understand and are confident in. You shouldn't have to spend your retirement worrying about your finances. So, reach out to us and we'll educate you regarding your options. We're here to show you the keys to a successful retirement.