For over 40 years, we have served as a foundation for personal and business decision making. What makes us truly unique is that we genuinely care about connecting with people and building life long relationships with our clients and partners. We focus on results through all aspects of your legacy goals pertaining to your finances, life insurance, investments, retirement goals, business interests and your family. We will provide financial advice that is based on your best interest at all times, without product sales or commission structure. You will benefit from having financial professional showing you the clear picture about where you are financially than just the money aspects of your financial life.
Major Views
Our vision have always been to serve educators, school professionals, teachers, federal, state public employees, businesses, families and organizations. We do more than just provide financial services. We serve our clients.
Our Aims
Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services that will empower and educate Americans from all works of life with the right information and tools needed to make the right decision and to be able to save toward the future.
Talk to a Wealth Manager
Our financial professionals are trained to put our client needs first. We believe the value you have goes far beyond the value of your investment and money. It’s all the parts of your life that could affect you, your family or your business. The values you have has become our company’s value from the first day.
Phone: 818-342-3337 Email: ra@smartretirementoptions.com California Insurance License #0H10581
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