
Retire SMART LLC Opens Second Location in Lincoln
Retire SMART LLC, a leading retirement planning and wealth management firm, is excited to announce the grand opening of its new office in Lincoln, Nebraska. The official ribbon-cutting ceremony, held on March 3rd, marked a major milestone in the company's expansion, with former University of Nebraska Head Coach Tom Osborne joining the celebration to help commemorate the event.
Retire SMART LLC, known for its comprehensive retirement planning services, has been dedicated to guiding individuals and families toward financial security in retirement. The new office in Lincoln will allow the firm to better serve clients across the region, continuing its mission of offering personalized retirement strategies, tax planning, investment solutions, and income planning.
The company first opened its doors in Omaha in October 2017 and has since grown to become one of Nebraska's most trusted retirement planning firms. The new Lincoln location is a continuation of this growth and commitment to providing high-quality service to clients throughout Nebraska.
“We are incredibly excited to expand our reach into the Lincoln community and are honored to have Coach Osborne join us for this special occasion,” said David Brooks, Founder and CEO of Retire SMART LLC. “Our new office will enable us to connect with more individuals and families, helping them navigate the complexities of retirement planning and achieve their financial goals the SMART Way®.”
At the ribbon-cutting ceremony, former head coach of the University of Nebraska Cornhuskers, Tom Osborne, joined Retire SMART’s leadership team, local dignitaries, and clients in celebrating the opening. Coach Osborne’s presence added a special touch to the event, as he has long been a respected figure in the Lincoln community, admired for his leadership both on and off the field.
Retire SMART’s new office is located at 7321 Plaza Ct, Suite 102 and is now open to assist individuals and families looking for holistic retirement planning advice. The firm’s personalized approach ensures that each client receives a tailored strategy that aligns with their unique financial goals.
“We’re grateful for the warm welcome we’ve received from the Lincoln community, and we’re excited to be part of the local fabric,” added David. “At Retire SMART, we pride ourselves on providing custom solutions for each of our clients, and we’re eager to help more people in Lincoln secure the retirement they’ve worked so hard for.”
For more information on Retire SMART LLC’s services or to schedule a consultation, please visit www.retiresmartnow.com or call 402-369-7777.
About Retire SMART LLC:
Retire SMART LLC is a trusted retirement planning and wealth management firm dedicated to helping individuals and families plan for a financially secure future. Since its founding in 2017, the company has been committed to providing personalized retirement strategies, holistic guidance, and comprehensive services. With offices in Omaha and Lincoln, Retire SMART LLC is focused on helping clients navigate the complexities of retirement planning to help achieve their retirement goals with confidence.
For media inquiries:
Chip Maxwell
Director of Community Outreach
Retire SMART LLC
Phone: 402-369-7777
Email: connect@retiresmartnow.com
Website: www.retiresmartnow.com
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Media Contact : Chip Maxwell