Meet your independent
retirement consultants

Every consultant listed here runs their own practice.
None of them work for this website.

What a consultant will and will not do

What they will not do

Push you toward a decision on the first call

Recommend something that does not fit simply because it is available

Ask for account numbers, card details, or anything sensitive through this website

What they will do

Answer your questions about exactly what is being recommended, and why, before anything is signed

Tell you plainly whether this suits your situation

Review what you already have, using your own numbers rather than assumptions

Independently licensed, independently run

Consultants are licensed state by state, so the person you speak with is licensed where you live.
Complete the short survey and you are introduced to the consultant covering your state, by name, before any call is booked.

About Retirement Consultants

The Retirement Consultants listed on this site are Independently Licensed Financial Professionals, each who operate their own independent financial service business. Clients may find this independence a desirable advantage. Tax-Smart-Retirement Account holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. For more information, please refer to the terms of use.

See whether this applies to your situation

A short survey, about thirty seconds. It asks where your income comes from, roughly what your household earns, and what you want retirement to look like. There is no cost and no obligation, and you are not committing to a call by completing it.

Meet your independent retirement consultants

Every consultant listed here runs their own practice. None of them work for this website.

What a consultant will and will not do

Independently licensed, independently run

Consultants are licensed state by state, so the person you speak with is licensed where you live. Complete the short survey and you are introduced to the consultant covering your state, by name, before any call is booked.

Carlos Burgos

Cleshonda Cook

Christopher Hardee

Larry Powell

Mike Milligan

Sasoon Petrosian

Seth Frantz

About Retirement Consultants

See whether this applies to your situation

See whether this applies to your situation

Meet your independent
retirement consultants

Every consultant listed here runs their own practice.
None of them work for this website.

Consultants are licensed state by state, so the person you speak with is licensed where you live.
Complete the short survey and you are introduced to the consultant covering your state, by name, before any call is booked.