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About

About Us

At Smart Retire, our mission is to revolutionize the landscape of retirement planning for small businesses, providing tailored solutions that prioritize long-term financial security. With a deep understanding of the challenges faced by entrepreneurs and their employees, we offer expertise that goes beyond conventional approaches. Our team works closely with each client to develop customized retirement plans that not only meet regulatory requirements but also align with the unique objectives and aspirations of the business and its workforce.

Dedication to Delivering
What sets Smart Retire apart is our unwavering dedication to delivering exceptional service and results. We recognize that retirement planning can be complex and overwhelming, which is why we strive to simplify the process and empower our clients with knowledge and confidence. Whether it’s designing retirement savings strategies, optimizing investment portfolios, or providing ongoing support and guidance, Smart Retire is committed to helping small businesses navigate the path to financial freedom and retirement readiness.

Our Team

The adept team at Smart Retire specializes in crafting tailored retirement solutions for small businesses, leveraging their expertise in finance and investment strategies. With a focus on understanding the unique needs of each company, they design comprehensive retirement plans that align with their goals, empowering both employers and employees to secure their financial futures with confidence. Through personalized guidance and innovative approaches, Smart Retire facilitates the provision of robust retirement benefits, fostering financial security and prosperity for all involved.

Shelly Mason

Founder and CEO

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Sarah Hickey

Financial Strategist

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Taylor Wagers

Administrative Assistant

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Trevor Sinclair

Marketing Director

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Shelly Mason

Shelly Mason, the esteemed Founder and CEO of Smart Retire, embodies a fusion of visionary leadership and extensive expertise in small business retirement solutions. With nearly a decade of dedicated experience in the field, Shelly has pioneered innovative approaches that empower small businesses to navigate the complexities of retirement planning with confidence and efficiency. Her commitment to excellence and unwavering dedication to client success have positioned Smart Retire as a beacon of reliability and innovation in the industry. Through her strategic guidance and deep understanding of the evolving landscape of retirement planning, Shelly continues to shape the future of financial security for small businesses and their employees alike.

Sarah Hickey

Sarah is a highly skilled financial strategist affiliated with Smart Retire, providing expert financial guidance to individuals and families in Monroe, GA, and beyond. With a deep understanding of the intricacies of retirement planning, She is committed to helping her clients achieve their long-term financial goals with confidence and clarity. Through Smart Retire’s innovative approach and Sarah’s personalized strategies, she empowers her clients to navigate the complexities of retirement with ease, ensuring a secure and prosperous future. With her dedication to excellence and a client-centric approach, Sarah has established herself as a trusted financial professional, guiding her clients towards a fulfilling retirement lifestyle tailored to their unique needs and aspirations.

Taylor Wagers

Taylor is an indispensable member of the Smart Retire team, serving as the Administrative Assistant with unparalleled dedication and expertise. With a rich background in social media, Taylor brings a wealth of knowledge that has proven to be invaluable in enhancing the company’s online presence and engagement strategies. Her proficiency not only streamlines administrative operations but also enriches the company’s connectivity and interaction with its audience. Taylor’s contributions are a testament to her commitment to excellence and her pivotal role in the success of Smart Retire.

Trevor Sinclair

Trevor is the dynamic and innovative Marketing Director at Smart Retire, where he leverages his extensive experience in digital marketing and strategic planning to enhance the company’s presence in the retirement solutions sector. With a keen eye for market trends and a deep understanding of consumer behavior, Trevor has been instrumental in developing cutting-edge marketing campaigns that resonate with Smart Retire’s target audience. His leadership has not only elevated the brand’s visibility but also significantly contributed to its growth and success. Trevor’s approach combines creative thinking with data-driven strategies, ensuring that Smart Retire stays ahead in a competitive industry. His commitment to excellence and his ability to inspire his team are key drivers behind Smart Retire’s robust marketing initiatives.