OUR LOCATIONS

DENVER,
COLORADO

COL. SPRINGS,
COLORADO

AUSTIN,
TEXAS

TAMPA BAY,
FLORIDA

ORLANDO,
FLORIDA

INTERNATIONAL
CLIENTS

DENVER, coLORADO

When you come to our Denver location,  you’ll meet Jonathan Busch, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
 
In addition to providing comprehensive financial planning services, Jonathan also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, Jonathan has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.

COLORADO SPRINGS, coLORADO

When you come to our Colorado Springs location,  you’ll meet Terry Thomason, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
 
In addition to providing comprehensive financial planning services, Terry also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, Terry has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.

AUSTIN, TEXAS

When you come to our Austin location,  you’ll meet Clint Connell, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
 
In addition to providing comprehensive financial planning services, Clint also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, Clint has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.

TAMPA, FLORIDA

When you come to our Tampa location,  you’ll meet Alan Busch, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
 
In addition to providing comprehensive financial planning services, Alan also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, Alan has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.

ORLANDO, FLORIDA

When you come to our Orlando location,  you’ll meet John Ripley, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
 
In addition to providing comprehensive financial planning services, John also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, John has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.

INTERNATIONAL CLIENTS

Smarter Retirement Solutions enjoys serving clients living outside of the continental United States. With staff members who are former military and expatriates themselves, we understand the challenges of living abroad and feeling disconnected from the normal opportunities for services “back at home”.

We serve clients from Italy to The United Arab Emirates, and from Japan to Australia. Our team has developed sophisticated document transfer and virtual retirement planning capabilities in order to be able to serve clients worldwide.