We make the process simple by creating clear and personalized retirement plans so that you can enjoy a great retirement.
Most Americans are underprepared and underfunded as they plan for their retirement.
– Tony Root
Here's How To Get Started
During our FREE initial conversation we will align with your retirement goals.
Our team will create a customized step-by-step plan for how you can create the financial future you never thought possible.
We’ll help you implement your plan so that you can get back to what’s most important in life.
The Value Of An Advisor
A study by Vanguard showed that hiring an advisor can help you achieve up to 3% better returns over time compared to investing on your own.
No Advisor
With An Advisor*
Financial Planning Isn't One Size Fits All.
We are here to help you in whatever area of planning you need.
Financial planning is more than just money.
It’s about building a life you love.
Get a simple road map for your financial journey that allows you to leave normal behind and guides you to the future you are hoping for.
tony@smartprousa.com
(302) 632-7898
2202 N. Westshore Blvd. Suite 200
Tampa, FL 33607
1. Schedule a free call where we’ll align with your goals.
2. We’ll create a step-by-step retirement plan
3. We’ll help you implement your plan so that you can get back to what matters most.
There are typically two ways that we can be compensated as an advisor. An asset fee (around 1%) or front load commissions, depending on your situation.
No, we take anyone no matter their experience in investing. Our hope is that we can come along side you to help guide you to your financial dream.
There is no one size fits all financial plan. Through conversations we will better be able to determine a plan for you to move forward in.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AK, AZ, CA, CT, DE, FL, GA, IL, IN, KS, LA, MD, ME, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AK, AZ, CA, CT, DE, FL, GA, IL, IN, KS, LA, MD, ME, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated.
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