Retirees are one of the highest & most unfairly taxed groups in America
That’s why we focus on creating tax-efficient financial plans and portfolios; so our clients can enjoy more of their hard-earned dollars in retirement instead of needlessly giving them to Uncle Sam
Check out our new location in Lawrence!
New address & phone number. Same great service.
Want to keep the taxman out of your retirement?
Smartvestor Pros provide a refreshing twist on financial planning with the heart of a teacher, not the attitude of a salesman.
Are you in Northeast KS & looking for a financial advisory firm to help guide your retirement plan and investments in a tax-efficient manner?
Independent, unbiased, fiduciary advice
We believe that those we serve are entitled to great advice in a transparent, straightforward, and easy to understand manner.
Simple is a favorite word of ours. Because we make things simple, our clients easily understand what we are doing on their behalf and why we are doing it.
We are independent advisors with a fiduciary responsibility, bound by law to put our clients’ needs first, not those of a brokerage or insurance company. Our clients love that this allows us to give them the best and most unbiased advice possible, with no hidden or predetermined agenda.
(785) 330-9292
(785) 330-9293
1429 Oread West Drive, #110A Lawrence, KS 66049
Investment advisory services offered through Next Generation Investing, LLC, a Registered Investment Adviser. Next Generation Investing, LLC Form CRS can be found here & form ADV Part 2 here.
Securities offered through World Equity Group, Inc., member FINRA and SIPC. The World Equity Group Form CRS can be found here.
Retirement Team and Next Generation Investing, LLC are not owned or controlled by World Equity Group, Inc. Visit http://brokercheck.finra.org/ for more information.
The generalized information we provide regarding tax minimization planning is not intended to, and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties only reduce them. You should seek advice based on your particular circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer's particular set of facts and circumstances. Investing entails risk, including possible loss of principle.