Retire SMART LLC

Tax season is officially upon us, but before you stress, we’ve got some good news—the Tax Code is actually your friend! With the right strategies, tax planning can work in your favor, helping you maximize deductions, reduce liabilities, and keep more of your hard-earned money. Check out our latest newsletter, where we break down why SMART tax planning is a game-changer and how you can make the most of the current tax laws. #TaxSeason #TaxPlanning #SmartMoney #FinancialTips

We're #hiring a new Marketing Intern in Omaha, Nebraska. Apply today or share this post with your network.

We’re thrilled to announce the grand opening of our Lincoln office, located at 7321 Plaza CT, Suite 102, Lincoln, NE 68516! Yesterday, we had the honor of celebrating this milestone with a ribbon-cutting ceremony alongside the Chamber of Commerce, and a special visit from Tom Osborne ??. This event was more than just an opening—it was a celebration of where Retire SMART is headed for the long haul and our ongoing commitment to helping individuals and families achieve a secure and confident retirement. We’re excited to grow within the Lincoln community and look forward to serving our clients with expert retirement planning strategies. If you’re looking for guidance on your financial future, we’d love to connect! #RetireSMART #LincolnNE #RetirementPlanning #FinancialWellness #GrandOpening #FinancialFreedom https://lnkd.in/gwi_33VV

Exciting news! We’re delighted to welcome Timothy Herrick as the newest Financial Advisor at Retire SMART! An Omaha native and Westside High School graduate, Tim brings an impressive array of financial industry credentials and a strong passion for teamwork—one of the key reasons he was drawn to Retire SMART. "The level of collaboration here truly sets the standard," Tim shares. His client-focused approach is all about asking the right—often overlooked—questions and delivering strategic guidance to help clients feel confident about their financial future. Tim is also a leading resource on federal benefits. As an Air Force veteran with experience as a government contractor both domestically and abroad, he is uniquely positioned to support military and federal retirees in our community. Outside of work, Tim enjoys spending time with his high school son, Caiden, and prioritizing fitness for a balanced lifestyle. Please join us in giving Tim a warm welcome to the Retire SMART team! #RetireSMART #WelcomeTim #FinancialAdvisor #RetirementPlanning https://lnkd.in/gwi_33VV

A Look Back at Our 2025 State of the Market Event Last Friday, we had the pleasure of hosting our annual State of the Market event at The Durham Museum for our valued clients. This year, we took a fresh approach by welcoming political commentator Jeff Bush, who joined David to share key insights on the current market landscape and their outlook for 2025. A special thank you to our incredible team for their dedication in making this event a success—we truly couldn’t have done it without you! We appreciate everyone who joined us and look forward to hosting more insightful events in the future. #StateOfTheMarket #MarketInsights #FinancialPlanning #ClientAppreciation https://lnkd.in/gwi_33VV

We're #hiring a new Financial Advisor Trainee Intern in Lincoln, Nebraska. Apply today or share this post with your network.

We're #hiring a new Financial Advisor Trainee Intern in Omaha, Nebraska. Apply today or share this post with your network.

We're #hiring a new Financial Advisor Trainee No Prospecting + Base Salary in Omaha, Nebraska. Apply today or share this post with your network.

We are thrilled to recognize Miles as our February Smart Valuable Player! Miles truly embodies the essence of leadership with Stewardship, always putting our clients’ needs first and ensuring they receive the highest level of care. His ability to innovate and drive forward with determination is a true source of inspiration for all of us. Miles's authenticity and unwavering commitment to building meaningful relationships set him apart. He fosters a culture of transparency that strengthens our entire team and enhances the client experience. We’re fortunate to have Miles leading the way—keep shining and demonstrating the power of leadership through action! ?? #SmartValuablePlayer #Leadership #Innovation #Stewardship #Teamwork #Inspiration #ClientCare #CultureOfExcellence https://lnkd.in/gwi_33VV

We're #hiring a new Event Coordinator in Lincoln, Nebraska. Apply today or share this post with your network.