Jeff Carter, RICP, CSA, RFC, LUTCF / Financial Advisor in Phoenix, Arizona

WHAT I DO: I help individuals age 60+ prepare retirement income and end of life plans so you achieve the goal of enjoying retirement without the worry of outliving your savings while leaving your loved ones with a legacy you're proud of simply by walking you through a systematic process of listening and focusing on your needs and objectives. This process is a culmination of 29+ years of experience in the financial services arena.

WHO I WORK WITH: Individuals age 60+

WHY IT WORKS: When you partner with Smart Financial Strategies, Inc. you get the most efficient and effective planning process that individuals just like you are looking for right now.

WHAT MAKES ME DIFFERENT: I do not attempt to be all things to all people. I specialize helping individuals age 60+ prepare for retirement and end of life.

WHAT OTHERS SAY: Read the Praise in the #1 Amazon Bestselling Book Retirement Boom™

HOW IT WORKS: The first step to begin your journey is to schedule a complimentary strategy session to discuss your planning goals and challenges. This is NOT a “free consulting session” but a powerful opportunity to learn what’s impacting your concern and worry about a secure retirement. I will provide you with a high-level assessment of what you’re missing and WHY you’re not getting the results you want. I will also make a professional recommendation for the best next steps you should take giving you the peace of mind you’re searching for regarding your retirement income and end of life planning needs.

As a published Author Jeff has shared his 29 years of professional experience in the book Retirement Boom, which can be purchased by visiting

READY TO TALK? Contact me to schedule your strategy session!

Jeff is also available to discuss with you his schedule for television and radio interviews. He would also be thrilled to share his book with your group or organization as a guest speaker.


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