East Valley Retirement

06/23/2026

🎉 Congratulations to our Founder & CEO, Undrea Smith, RICP®, on the release of his new book!

📚 The Wishing Game: A Blueprint for Turning Hope Into Peace of Mind is now available on Amazon.

More than a book about wishes, it’s an inspiring guide to turning hope into action, living with purpose, and creating lasting peace of mind.
We’re proud to celebrate this exciting milestone and invite you to grab your copy today.

✨ Available now on Amazon. Link in bio!

We help individuals approaching and living in retirement gain Peace of Mind through personalized financial planning, retirement income strategies, and long-term guidance. Proudly serving our community with clarity, care, and confidence.

06/19/2026

Some journeys begin with a wish.

Others begin with a decision.

A meaningful new chapter is almost here, and we’re excited to share it with you.
For months, we’ve been working on something that reflects the values we believe in most: purpose, clarity, hope, and creating peace of mind for the future.
The wait is almost over.

✨ June 23
Stay tuned.

06/12/2026

What a wonderful evening at Tavern Movie Theatre in Brookfield! ✨💚

Thank you to all of our Wisconsin clients who joined us for a special screening of Wicked: For Good – Part 2. We truly enjoyed spending time with you and sharing this memorable event together.

A heartfelt thank you as well to everyone who contributed to Mr. Bob's Under the Bridge. Your generosity helps provide essential items and support to individuals experiencing homelessness in our community.

We appreciate your continued support and look forward to seeing you at our next event!

06/05/2026

We were honored to support the 18th Annual Breath of Hope Charity Golf Tournament benefiting the Lung Transplant Support Organization (LTSO). ⛳💙

Thank you to our client, James, for inviting us to be part of such a meaningful event. It was inspiring to see so many people come together to support lung transplant recipients and their families.

We're proud to support organizations that make a lasting impact in our communities.

05/29/2026

Thank you to everyone who joined us last weekend at Hale Centre Theatre's The Wizard of Oz! ✨

We loved spending the evening with our amazing clients and appreciate everyone who attended. A special thank you to those who donated to Youth On Their Own—your generosity helps support local students in need.

We look forward to seeing you at our next event!

05/25/2026

Honoring the brave men and women who gave everything for our freedom. This Memorial Day, we pause to remember their sacrifice, courage, and unwavering service to our country. ❤️

04/17/2026

Every dollar has a purpose—make yours count. This tax season is a great opportunity to strengthen your financial future.

Put your return to work today and move one step closer to long-term security and peace of mind.