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Retirement Planning

Retirement Planning

Whether you are in the accumulation phase, or have already retired, a comprehensive strategy is crucial to:

- Addressing your retirement income needs, desires and expenses
- Managing lifestyle choices and priorities
- Seeking to ensure that long-term goals and aspirations are funded for travel, healthcare, estate planning strategies, charitable giving and other goals

Comprehensive Retirement Plans

Comprehensive Retirement Plans

We can help develop a comprehensive retirement plan with the goal to:

  • Manage taxes on income—now and during retirement
  • Retain ownership and control of your assets
  • Evaluate the variables in your retirement plan with the goal of ensuring alignment with your goals and objectives

R.B. Smith Co Inc. and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

Knowledge Powered by LPL Financial

R.B. Smith is powered by LPL Financial, the nation’s largest independent broker/dealer.*


LPL Financial provides a comprehensive array of tools and resources to financial advisors, enabling them to provide highly-personalized financial guidance to their clients. The firm has no proprietary products.


*As reported by Financial Planning magazine, June 1996–2024, based on total revenue.

Striving To Ensure Your Interests Come First

The financial professionals at R.B. Smith always put your interests first.


Talk to us about the importance of long-term planning with a focus on capital preservation.


Discover the value of experience, personal service, and customized advice.


We’ll do our absolute best to serve you.

Professional, Experienced Advice

Through our relationship with LPL Financial, R.B. Smith has no obligations to investment product manufacturers and no cross-sell quotas or directives that may lead to conflicts of interest. Our sole focus is serving your needs.


We provide customized financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education, and professional training to help you pursue your personal financial goals.

Contact Us Today To Begin Your Financial Planning Relationship.

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