Retire SMART Revenue

Financial Services • Boys Town, Nebraska, United States • 21-50 Employees

Retire SMART revenue & valuation

Annual revenue	$3,165,535
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,200,000
Total funding	No funding

Key Contacts at Retire SMART

Joshua Cheatle

Director Of Advisory Services

Evan Marshall

Director Of Tax Services

Lyndsay Stednitz

Director Of Operations

Alicia Schoon

Director Of Talent Managment

Company overview

Headquarters	13710 FNB Pkwy, 105, Omaha, Nebraska 68154, US
Phone number	+14023697777
Websites	retiresmartnow.com retiresmartllc.com
NAICS	52
Keywords	IRA, Annuities, Retirement Planning, Fiduciary, Investment Strategies, Tax Strategies, Insurance Strategies, Nebraska, Roth, Stock Portfolios, Omaha Retirement
Founded	2018
Employees	21-50
Socials

Retire SMART Email Formats

Retire SMART uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@retiresmartnow.com), used 51.9% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@retiresmartnow.com	51.9%
{first initial}.{last name}	j.doe@retiresmartnow.com	25.9%
{first initial}	j@retiresmartnow.com	14.8%
{first name}	john@retiresmartnow.com	7.4%

About Retire SMART

Retire SMART is an independent financial advisory firm. Through a SMART Plan process, we help take the uncertainty out of our client's financial future so they can enjoy the retirement they have always imagined. Our president and founder, David Brooks is a Certified Income SpecialistTM and a Certified Healthcare Reform Specialist®. Retire SMART radio is hosted by Brooks and can be heard weekly on stations throughout the Omaha metro, including 1110 KFAB and 99.9 KGOR. Retire SMART TV is seen on Sunday mornings on KMTV and WOWT. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Retire SMART has 19 employees across 5 departments.

Departments

Number of employees

Funding Data

Retire SMART has never raised funding before.

Frequently asked questions

Retire SMART is located in Boys Town, Nebraska, US.

You can reach Retire SMART at +14023697777.

Retire SMART generates an estimated annual revenue of $3,165,535. This revenue figure reflects the company's market position and business performance in its industry.

Retire SMART has an estimated valuation of $10,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Retire SMART was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Retire SMART has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.