Save Money | Plan Well | Live Happy

The road to retirement is full of curves.

Quotes by TradingView

Who We Serve

We work with clients who are nearing retirement, currently in retirement or those who are looking to invest money they cannot afford to lose.

 While retirement may be a goal for everyone, everyone's journey to retirement looks different depending on what retirement means to you, the challenges you face will be unique. That’s why we believe every individual deserves a personalized retirement plan.

family

Families/Individuals
corp

Corporate Executives
bussiness

Business Owners
Athletes

Professional Athletes

Get started in
3 easy steps:

1.Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2.Evaluate

TOGETHER we will examine your current financial situation and determine what is needed to help you achieve your desired financial freedom.

3.Plan

We develop a well-crafted personalized plan for your retirement designed to be both flexible and proactive. We call this plan YOUR RETIREMENT ATLAS.

Let’s Get Started
 

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Need More Info?
Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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“We exist to help ensure our clients are able to spend more money and time ON and WITH the ones they love.”

Dale Smothers | Founder

R.D. Smothers Wealth Management_Dale Smothers_Candid Walking
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The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 270.600.PLAN.