Retire SMART LLC

Retire SMART LLC

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06/06/2026

When the intern becomes staff and suddenly starts acting like they own the place😎
At Retire SMART, our Financial Advisor Trainee Internship (FATI) is designed to help students gain real-world experience and launch their careers.
Think you’ve got what it takes? 👀

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Photos from Retire SMART LLC's post 06/02/2026

The best part of Night at Memorial wasn't the stadium; it was the people.

We loved spending the evening with our clients, their families, and guests, creating memories at one of Nebraska's most iconic venues.

Thank you for being part of another unforgettable event.


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05/30/2026

Congratulations to Alex Murray, our SMART Valuable Player of the Month!
As the month ends, we want to recognize Alex for his dedication, leadership, and continued commitment to our team and clients.
Alex’s journey at Retire SMART is a great example of growth and perseverance. Starting as an intern while pursuing his degree, he has grown into a trusted Financial Advisor and an invaluable member of our team. His willingness to share knowledge, support fellow advisors, and lend a helping hand whenever needed makes a lasting impact across the organization.
Alex truly embodies our SMART Value of Stewardship. He is intentional with his time, committed to continuous growth, and consistently uses his experience and resources to help others succeed. Whether he’s guiding a new advisor, serving clients, or contributing to the team’s success, Alex leads by example.
It’s been incredible to watch his professional and personal milestones over the years, including his recent marriage to Morghan, a milestone we’re thrilled to celebrate with him.
Thank you, Alex, for your hard work, leadership, and dedication to the Retire SMART family.
Join us in congratulating him on being named our SMART Valuable Player of the Month! 👏


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Photos from Retire SMART LLC's post 05/15/2026

We recently hosted another Wine Tasting at Retire SMART, and the turnout was amazing! Our clients joined us at our Omaha headquarters for an evening of wine, charcuterie, and great conversations with our team.

We’re incredibly grateful for the trust our clients place in us, and for the relationships we continue to build together.

Cheers to many more wine tastings ahead! 🍷

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Telephone

Address


13815 FNB Pkwy, Suite 400
Omaha, NE
68154

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 1pm