Don't Just Retire,
Retire Smart
Transform your retirement worries into confidence with proven strategies from a nationally recognized financial advisor
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SMART Retirement Toolkit
A clear, actionable toolkit to evaluate and strengthen your retirement plan.
With this free kit you will learn:
"The strategies in this toolkit have helped thousands of retirees sleep better at night knowing their financial future is secure."
- David Brooks, CFP®
About David Brooks
Your Trusted Retirement Planning Expert
David is in his third decade as a financial advisor helping people realize their dreams in retirement. He is a nationally known keynote speaker at events all over the country on various aspects of financial planning, especially tax strategies. He is a Certified Income Specialist and a member of Ed Slott's Master Elite IRA Advisor Group, but he's a go-to guy for national events and for media because he uses plain language that normal people use, and because his approach is both unique and comprehensive.
30+ Years Experience
Three decades helping people achieve retirement dreams.
Nationally Recognized
Keynote speaker at financial planning events nationwide.
Master Elite Advisor
Member of Ed Slott's Master Elite IRA Advisor Group.
Certified Specialist
Certified Income Specialist focused on tax strategies.
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