David Smart, CEO of Smart Benefit Group Featured in TV Interviews Discussing His Approach to Serving Clients
David Smart, CEO of Smart Benefit Group, focuses on ensuring a lifetime income for retirement and about transitioning from an accumulation to a distribution mindset. Transitioning from an accumulation mindset to a distribution mindset is critical to retirement planning. One main challenge when transitioning to a distribution mindset is the reluctance to move funds from […]
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