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.
The Retirement Smith serves Fredericksburg, VA and surrounding communities. Making strong commitments to our clients and building life-long relationships are tenets of success at The Retirement Smith.
The Retirement Smith provides investors custom-tailored strategies to meet short- and long-term needs. The Retirement Smith’s mission is to help our clients realize their financial dreams by offering creative strategies through an open and transparent process utilizing innovative strategies to achieve financial independence.
Jeffrey B. Smith – Owner & Agent
Owner
As the owner of The Retirement 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.
Jeff entered the financial services industry after college in 1998, where he studied political science with an emphasis on economics and conflict resolution. He was referred to a large insurance company, where he discovered how impactful his role is in helping others reaching their financial protection and retirement goals. He realized his calling to do more for the families he worked with and became an independent agent in 2002 by establishing The Insurance Smith agency LLC.
After thorough research and careful consideration, Jeff decided to take his practice in a new direction. In 2017, Jeff passed the Uniform Investment Adviser Law Examination (Series 65) and affiliated with Gradient Advisor, LLC as an Investment Advisor Representative. While he has always done what was in his client’s best interest, Jeff is 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.
In 2021 Jeff 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. Jeffrey’s mission is to provide personalized, high quality financial services to a diverse group of clients at all income levels. Partnering with the highest quality firms and third-party management firms to provide the best service possible for wealth management and accumulation based on goals and objectives, and risk tolerance.
Jeff has been featured in The Free Lance-Star along with Fortune magazine for his continued efforts to inform the public of the importance of preparing for their financial futures. He produces a podcast called Fitness and Finance with His beautiful wife Jennifer. They live in Fredericksburg and enjoy working together in their respective businesses.
Jeff is a Certified Personal Trainer, top of the table million dollar round table producer, recognized for highest production for several prestigious companies more than a decade. Jeff is an athlete who enjoys century cycling events (100 milers), marathons, kayaking, hiking, camping, fishing, hunting, reading, writing, painting in oils, and spending time with his beloved wife Jennifer.
