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Smart Ideas! June 2012 EBRI Study: Retirement Readiness Rises with Age, But Not By Enough

Smart Ideas! April 2012 Retirement Plan Calculations Can Boost Savings and Retirement Comfort	Smart Ideas! May 2012 The Retirement Plan Sponsor's Seven-Step Guide to Picking 401(k) Plan Providers

Smart Investor Newsletter, March 2012 Who Has the Midas Touch?	Smart Ideas! March 2012 The Retirement Plan Sponsor's Seven-Step Guide to Picking 401(k) Plan Providers

Smart Investor Newsletter, February 2012 Planning For Long-Term Care	Smart Ideas! February 2012 The Retirement Plan Sponsor's Seven-Step Guide to Picking 401(k) Plan Providers

Smart Investor Newsletter, December 2011 Happy Holidays from Smart Investor	Smart Ideas! December 2011 After Occupy Wall Street, Occupy 401(k)?

Smart Investor Newsletter, November 2011 Dolce Far Niente: John and Ellie Cary, How to Get to Retirement and a Secure Income	Smart Ideas! November 2011 Issue Your Employees Appreciate Your Company's 401(k) Plan

Smart Investor Newsletter, October 2011 Quarterly Market Commentary, Hunting for Happiness: Sean and Cathy Avera, Death and Pitfalls	Smart Ideas! October 2011 Issue Why Investment Advice Isn't Always "Investment Advice", You Pay More for Your 401(k)

Smart Investor Newsletter, August 2011 Back to School: Summer Is Almost Over (Thank Goodness), Carolyn Sheaff: Traveling the World	Smart Ideas! September 2011 Issue Your Employees Need Your 401(k) Encouragement

Smart Investor Newsletter, July 2011 A Dying Banker's Last Instructions, Is it Time to Rebalance Your Retirement Plan Assets?, Flying High: John Oji	Smart Investor Newsletter, June 2011 Just in Case, Smart Investor Named "Top Wealth Manager" by NABCAP, Featured Client: Mark Lund

Smart Investor Newsletter, May 2011 What's New?, Smart Investor Sponsors Truckee YoungLife Invitational	Smart Investor Newsletter, April 2011 Check Your Beneficiary Designations, Featured Client: Jane Hagedorn

Smart Investor Newsletter, March 2011 Helping Out the Kids, Featured Client: John and Laura Mullen	Smart Investor Newsletter, February 2011 New Year, New Tax Laws, Featured Client: Joe and Kathy Ossmann, Employee Spotlight: Laura Moskwa

Smart Investor Newsletter, January 2011 Smart Investor Wealth Management System, Featured Client: Bob and Barbara Schmitz, Employee Spotlight: Jamie Sweeney	Smart Investor Newsletter, December 2010 Happy Holidays from Smart Investor, Holiday Events Around Town, Non-Profit of the Month: Sacramento Master Singers

Smart Investor is a unique wealth management firm based in Rocklin, California. We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

For our clients, ‘wealth’ is about more than money. It is your ability to do what you want, when you want and how you want. Our responsibility is to help you get there.

We listen, rather than talk. We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication. We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More

Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services. We define ‘what we do’ in terms of meeting our client’s needs. We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies. We are your key trusted advisor. More

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