Smart Retire
Smart Retire is a financial services firm dedicated to empowering entrepreneurs and small business owners with personalized retirement solutions. We specialize in creating tailored strategies to help you secure a future of financial freedom and peace of mind. Whether you’re looking to maximize your retirement savings, set up employee plans, or ensure tax-efficient wealth growth, Smart Retire offers expert guidance and innovative solutions to meet your unique needs. Let’s plan for a smarter, more secure retirement together.
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 3 verified contacts at Smart Retire
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- CW
Catie White
Financial Services Professional · Finance & Accounting
EmailPhone - SH
Sarah Hickey
Retirement Income Specialist · Finance & Accounting
EmailPhone - SM
Shelly Mason
Agency Owner · General Business & Management
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Smart Retire
3 distinct titles indexed · top 3 shown.
- 1agency owner
- 1financial services professional
- 1retirement income specialist
Sign up to unlock all 3 contacts at Smart Retire
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Smart Retire
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.