R & J Investment Solutions Inc, 17777 Ventura Blvd, Ste 220, Encino, CA 91316, US

Smart Retirement Options is a comprehensive wealth management firm based in Encino, CA, dedicated to helping individuals and families achieve financial freedom and create a legacy of wealth. With over 150 years of combined real-world knowledge and experience, their licensed professionals provide personalized financial coaching, strategic financial planning, and investment management services to help clients reach their short and long-term goals, including retirement planning, college funding, estate planning, insurance, and investments. Committed to their clients' success, Smart Retirement Options believes in growing stronger together and serving not only today's clients but also future generations. They specialize in servicing small to medium-sized plans and work directly with clients to develop customized strategies that align with their unique financial needs and aspirations. With a focus on tax efficiency, spending, insurance, healthcare, and social security maximization, Smart Retirement Options aims to ensure that clients can enjoy their best lives while optimizing their savings for the future.Generated from the website

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