Certified Women-Owned Portfolio Management and Investment Advice in Ohio

RetireSmart is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

To provide relevant, timely education in an interactive engaging manner about federal employees' benefits; different options of the various benefits for FERS, CSRS, LEO'S, ATF's; advantages and disadvantages of options with FEGLI, TSP, FEHB; prepare individualized retirement estimates; instructions on how to integrate those benefits with the other financial and insurance products in employees' life; maximize benefits with and without survivor benefits; continuation of these benefits in retirement; provid guided training notes.