Save Money | Plan Well | Live Happy

The road to retirement is full of curves.

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.

Get started in
3 easy steps:


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


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


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

Wondering How to Create Income in Retirement?

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier.


Need More Info?
Attend a Live Event

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

No upcoming events. Please check back soon!

“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

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.