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The Retirement Smith

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Welcome to The Retirement Smith

At The Retirement Smith, we empower you to navigate today’s complex financial world. We help tailor a plan to fit your individual and family needs, as well as the needs of your small or large business.

Retirement Planning

The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.



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Life Insurance

Life insurance may provide peace of mind for the policyholder that their loved ones will be taken care of financially in the event that they pass away. It can also offer a number of benefits that may make it a valuable tool.

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Income Planning

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At The Retirement Smith, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.

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Do you ever wish you had an owner’s manual to help plan for retirement?

Well now you do.

This book will help provide the foundation you need for a successful retirement.

You’ll Learn:

  • Social Security Strategies.
  • Investment Solutions.
  • Asset Organization.
  • Legacy Planning.
  • Income Planning.
  • Tax Topics.
Request Your Copy
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After thorough research and careful consideration, I have decided to take my practice in a new direction. In 2017, I passed the Uniform Investment Adviser Law Examination (Series 65). While I have always done what was in my clients best interest, I am now legally bound to provide you and your family with a fiduciary level of service and only offer solutions that serve in your best interest.

I have created two distinct business entities to service clients in different ways: The Insurance Smith provides insurance products and services, while The Retirement Smith offers investment advisory services. My mission is to provide personalized, high quality financial services to a diverse group of clients at all income levels.

*Insurance offered through Jeffrey Smith, independent agent.

Meet Jeffrey B. Smith

Jeff Smith is focused on helping clients work toward their dreams through a well-thought-out retirement income strategy.

Jeff runs his business as he runs his life: Treat others the way he wishes to be treated.
Meet with Jeff Smith

Our Services

  • Retirement Planning
  • Income Planning
  • Life Insurance

Our Company

  • Our Company
  • Strategic Alliances
  • Seminars
  • Contact
  • Client Login
  • Get Your Risk Score

Contact Us

P: 540-371-9777
F: 540-371-4322
mendy@theretirementsmith.com

Our Location

The Retirement Smith
520 William St. Suite E,
Fredericksburg, VA 22401
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Retirement Smith LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through The Retirement Smith LLC a Registered Investment Advisor in the State of Virginia. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products are offered through The Insurance Smith, an affiliated company.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

The Retirement Smith LLC and The Insurance Smith are not affiliated with or endorsed by the Social Security Administration or any government agency.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.