Retire SMART LLC

Retire SMART LLC Retirement Planning Made SMART. Helping you build, protect, and preserve your wealth for the future.

Congratulations to Alex Murray, our SMART Valuable Player of the Month!As the month ends, we want to recognize Alex for ...
05/30/2026

Congratulations to Alex Murray, our SMART Valuable Player of the Month!
As the month ends, we want to recognize Alex for his dedication, leadership, and continued commitment to our team and clients.
Alex’s journey at Retire SMART is a great example of growth and perseverance. Starting as an intern while pursuing his degree, he has grown into a trusted Financial Advisor and an invaluable member of our team. His willingness to share knowledge, support fellow advisors, and lend a helping hand whenever needed makes a lasting impact across the organization.
Alex truly embodies our SMART Value of Stewardship. He is intentional with his time, committed to continuous growth, and consistently uses his experience and resources to help others succeed. Whether he’s guiding a new advisor, serving clients, or contributing to the team’s success, Alex leads by example.
It’s been incredible to watch his professional and personal milestones over the years, including his recent marriage to Morghan, a milestone we’re thrilled to celebrate with him.
Thank you, Alex, for your hard work, leadership, and dedication to the Retire SMART family.
Join us in congratulating him on being named our SMART Valuable Player of the Month! 👏


https://retiresmartnow.com/compliance-disclosure/

We recently hosted another Wine Tasting at Retire SMART, and the turnout was amazing! Our clients joined us at our Omaha...
05/15/2026

We recently hosted another Wine Tasting at Retire SMART, and the turnout was amazing! Our clients joined us at our Omaha headquarters for an evening of wine, charcuterie, and great conversations with our team.

We’re incredibly grateful for the trust our clients place in us, and for the relationships we continue to build together.

Cheers to many more wine tastings ahead! 🍷

https://retiresmartnow.com/compliance-disclosure/

Congratulations to Jon Murray on being named this week’s SMART Weekly Rockstar!  Jon is one of our Financial Advisors at...
05/13/2026

Congratulations to Jon Murray on being named this week’s SMART Weekly Rockstar! 
 
Jon is one of our Financial Advisors at Retire SMART, and his growth within the firm has truly stood out. Over the past year, Jon has continued to challenge himself, willingly taking on new responsibilities while constantly working to strengthen his skills and expand his knowledge. 
 
His passion, drive, and commitment to continuous improvement do not go unnoticed. Whether he’s meeting with clients in the conference room or taking the time to learn every detail hands-on, Jon consistently shows dedication to both his clients and his team. 
 
One of Jon’s greatest strengths is his ability to build meaningful relationships and ask the right questions to better serve those around him. We’re proud of the progress he’s made and excited to watch him continue achieving great things in the future. 
 
Join us in congratulating Jon on this well-deserved recognition! 
https://retiresmartnow.com/compliance-disclosure/

Our Shred Day event was a success 🙌So many of you showed up to safely clear out old paperwork and take a step toward sta...
05/05/2026

Our Shred Day event was a success 🙌

So many of you showed up to safely clear out old paperwork and take a step toward staying organized and protected.

We may focus on retirement planning, but showing up for our clients and community goes beyond just finances.

More events are on the way.... we hope to see you at the next one.


https://retiresmartnow.com/compliance-disclosure/

05/01/2026

The money advice people wish they knew sooner… 💭

We asked our team:
“What would you tell your younger self about money?”

From small habits to big mistakes, these are the lessons that stick.


These are personal experiences and opinions, not investment advice. All investing involves risk, including risk of loss. Past results do not guarantee future outcomes.
https://retiresmartnow.com/compliance-disclosure/

This week, we’re excited to congratulate Joe Bindl on being named our SMART Weekly Rockstar.  Joe is a Tax Associate in ...
04/30/2026

This week, we’re excited to congratulate Joe Bindl on being named our SMART Weekly Rockstar. 
 
Joe is a Tax Associate in our Tax SMART division, and since joining Retire SMART last year, he has been a tremendous asset to the team. With tax season recently wrapping up, we can confidently say Joe played a major role in helping our team navigate one of the busiest times of the year. His strong work ethic, positive attitude, and willingness to step up wherever needed have made a lasting impact. 
 
What was once a two-person Tax SMART team has grown stronger with Joe’s addition. He brings energy, determination, and a never-give-up mindset. Whether he’s helping behind the scenes or bringing a smile to the office, Joe’s presence is felt by everyone around him. 
 
Even though he’s still new to the team, Joe has already made a big impression, and we’re incredibly grateful to have him with us. You may have even spotted him recently in some of our latest social media content. 
 
Join us in congratulating Joe on this well-deserved recognition! 
 
https://retiresmartnow.com/compliance-disclosure/   
The Weekly Rockstar Award recognizes team members for positive spirit, effort, or kindness and is not related to investment performance or client outcomes.

Address

13815 FNB Pkwy, Suite 400
Omaha, NE
68154

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 1pm

Telephone

+14023697777

Website

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