Watch This Video To Learn How To Maximize Your Retirement Readiness

About Us

Fred and Alan Busch each bring four decades of leadership in the Financial Services Industry to the Smarter Retirement Solutions Team. Natives of Michigan, Alan and Fred moved to Florida in 1975 and began their lifelong calling of serving clients with integrity and insight. In 1983 they opened what is now Smarter Retirement Solutions in Tampa Bay, Florida and have been specializing in Retirement and Income Planning ever since. Both of these Michigan boys married girls named Susan and each family has been very active in their local churches and communities.

John lived and worked in Tampa Bay for nearly a decade before expanding his business efforts to include Orlando and the balance of Central Florida. As a Marine Officer, radio host, public speaker and Investment Advisor Representative, John strives to break down complex financial strategies into easy to use steps for clients to maximize their retirement assets. John also overseas the expansion of the Smarter Retirement Solutions offices around the country.

Jonathan loves the details and our clients love his passion for precision.  After serving in the United States Army, Jonathan joined the family business and developed a deep understanding of numerous investment vehicles and how to properly integrate those financial instruments into our clients’ overall All Seasons Retirement Income Programs. Jonathan leads the team in Colorado and serves clients across the entire Front Range.

Stacey directs our firm’s client interaction and success programs. She is the glue that keeps our team together. Stacey coordinates all of our public workshops, our client appreciation events and she superintends our communication and marketing strategies to ensure that all who interact with our team are greeted with a smile and feel a strong sense of belonging to a team of people that truly care. Stacy has been an integral part of our expansion into Florida, Colorado, Texas and beyond.

Let's Meet

Schedule An Appointment for Your Complimentary Retirement Analysis

In this analysis, you'll discover...

  • How to help simplify the issues critical to your retirement.
  • How to transition from a savings plan to an income plan
  • If adjustments are needed to your current retirement strategy.
  • A plan that's aligned to maximize your retirement. 
  • You'll have a process to act as a guide as you go through your retirement.
SCHEDULE AN APPOINTMENT

OUR MISSION

Smarter Retirement Solutions exists to protect and prosper the assets of hard working Americans who are receiving biased advice from advisors and firms who have placed their own interests ahead of their clients.  

Our goal is simple; we help our clients make smart choices about their money, retirement assets, employer benefits, Social Security strategies, estate plans and lifetime Income Plans.

Two Complimentary eBooks

In these eBooks you will learn...

  • How long your money will last if you stop working today.
  • The appropriate spending rate for your retirement savings.
  • The pre-retirement income needed to maintain your current standard of living.
  • How longevity affects funding your retirement.
  • And much, much more! 

Test Your Knowledge About Retirement Readiness 

Contact Us

Still have questions about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

Address: Smarter Retirement Solutions 601 South Harbour Island Blvd. Suite 109 Tampa, FL 33602  

Toll-Free: 800-309-7830 Client Support: 727-500-1578 Fax: 727-205-0255

Website: www.smarterretirementsolutions.com