Retire SMART LLC

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

10/02/2026

Taking it back to the 21st night of September!

Thank you to everyone who joined us for our September Speaker Series featuring Jesse Iwuji. We loved hearing his inspiring message on how to Stay Strong Enough, Long Enough, and we appreciate everyone who made the evening so memorable.

We can’t wait to see you at the next event!


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

09/10/2026

Another day at the office... let’s learn about Trump Accounts


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

**Disclosure**Trump Accounts are a new type of individual retirement account established through the IRS pilot program. Eligible children are U.S. citizens, born between January 1, 2025, and December 31, 2028, who have not turned age 18 before the end of the calendar year in which the election is made and possess a valid Social Security number.
The account features a $1,000 government contribution for eligible children. To establish a Trump Account, a parent or guardian must sign in to their IRS account with ID.me and submit Form 4547. For more information and additional guidance, visit the IRS website or refer to Treasury and IRS published guidance on Trump Accounts.

Photo dump from our most recent Tax Mastermind.Over three days, we welcomed financial advisors from across the country t...
09/08/2026

Photo dump from our most recent Tax Mastermind.

Over three days, we welcomed financial advisors from across the country to the Retire SMART headquarters for an inside look at our advanced tax-planning strategies and the systems that help drive our business forward.

More than an educational event, Tax Mastermind offers an opportunity to exchange ideas, strengthen relationships, and equip advisors with valuable knowledge to better serve their clients.

Thank you to everyone who joined us for an incredible three days!


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

This week, we’re excited to recognize Mary Thompson as our Weekly Rockstar!If you know Mary, you know she’s often referr...
08/27/2026

This week, we’re excited to recognize Mary Thompson as our Weekly Rockstar!

If you know Mary, you know she’s often referred to as the “office mom” at Retire SMART, and for good reason. As our Executive Assistant, Mary keeps everything running smoothly behind the scenes. She supports the entire office, serves as David’s right-hand woman, and helps ensure that no detail falls through the cracks.

Mary has also taken the lead in coordinating our Tax Mastermind events, held twice each year, demonstrating her initiative and dedication to our team’s success. No matter how complex or unexpected the task is, Mary approaches it with a positive attitude and a willingness to help.

Beyond her many responsibilities, Mary is someone we can always count on, whether it’s for office support, a listening ear, or a conversation that brightens our day.

Mary, thank you for your hard work, dedication, and the care you bring to our team every day. We are incredibly grateful to have you as part of the Retire SMART family!


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

W**e, w**e, and more w**e!We had a wonderful time showing our appreciation for our clients at our recent w**e tasting ev...
08/25/2026

W**e, w**e, and more w**e!
We had a wonderful time showing our appreciation for our clients at our recent w**e tasting event. Building strong relationships goes beyond financial planning.

Once you become a client, our commitment is to help you feel valued, supported, and confident in every aspect of your financial journey. We strive to ensure you're prepared not only for your financial goals but also for life's many opportunities and challenges.

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

This week, we're excited to recognize Luke Hunsberger as our SMART Weekly Rockstar!Luke is one of our outstanding Financ...
08/09/2026

This week, we're excited to recognize Luke Hunsberger as our SMART Weekly Rockstar!

Luke is one of our outstanding Financial Advisor Training Interns (FATI) and is set to graduate from South Dakota State University (SDSU) next year. Even during his school breaks, Luke consistently chooses to return to our office, demonstrating an incredible work ethic, dedication, and commitment to his professional growth.

What stands out most about Luke is his initiative and eagerness to learn. He is always looking for opportunities to expand his knowledge and develop the skills needed to achieve his goal of becoming a Financial Advisor.

If you've attended one of our events, you've likely had the opportunity to meet Luke. He is always welcoming, professional, and eager to engage with attendees while sharing information about our team and the services we provide. His positive attitude, strong communication skills, and enthusiasm help create a great experience for everyone he interacts with.

Luke is a true go-getter, and we are excited to see all that he accomplishes in the future. We are proud to have him on our team and certainly hope to welcome him back after graduation.

Congratulations, Luke, and thank you for everything you do! Keep up the great work!



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

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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