The Retirement CoachSM is an independent financial services company without any conflicts of interest. We believe in sophisticated investing where the traditional stock to bond allocation is outdated and diversification beyond traditional asset allocation is essential for success. The Retirement CoachSM believes a portion of assets should be allocated into alternative asset classes to help offset risk in volatile markets while continuing to seek growth throughout all market conditions. 2022 was a great example on why alternatives should be considered for proper allocation. Please let us know if you are interested in learning more on how you can re-allocate your existing portfolio into alternative asset classes like multi family, industrial, self storage, private equity and more.

  • Retirement Income Withdrawal Planning

    Retirement Income Withdrawal Planning

Who We Are

Who We Are

The Retirement Coach is here to help you meet your personal financial goals and overcome any difficulties you encounter.

What We Do

What We Do

The financial management process at The Retirement Coach begins with YOU: we start by performing an in-depth evaluation of your current lifestyle and financial situation.

Will I Have Enough?

Will I Have Enough?

We help you develop a solid plan to meet your education, insurance and retirement goals.

Watch Our Educational Videos

Retirement Income Withdrawal Planning

Retirement Income Withdrawal Planning

Look Before Leaping Into A Self-Directed IRA

Look Before Leaping Into A Self-Directed IRA

Tight Monetary Policy Expected To Preoccupy Investors Into 2024

Tight Monetary Policy Expected To Preoccupy Investors Into 2024

Navigating The Dark World Of Long-Term Care Insurance

Navigating The Dark World Of Long-Term Care Insurance

Growth Outlook Is Much More Upbeat Than Consensus Forecast Of Economists, According To Fed Algorithm

Growth Outlook Is Much More Upbeat Than Consensus Forecast Of Economists, According To Fed Algorithm

The Bipolar Economy Of 2023

The Bipolar Economy Of 2023

A Crucial Exercise In Building Wealth Developing Realistic Portfolio Expectations

A Crucial Exercise In Building Wealth Developing Realistic Portfolio Expectations

Investment Strategy Amid The Bear Market

Investment Strategy Amid The Bear Market

With Bear Market Eight Months Old And Stocks 17% Off High, A Reminder

With Bear Market Eight Months Old And Stocks 17% Off High, A Reminder

Noting Economic Progress Of The United States, Despite Political Discord

Noting Economic Progress Of The United States, Despite Political Discord

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Securities and advisory services offered through The Strategic Financial Alliance, Inc. . (SFA), member FINRA/SIPC. Sean Smith is a registered representative and investment adviser representative of SFA which is otherwise unaffiliated with The Retirement Coach. Supervisory Office 678.954.4000.

Check the background of this firm and investment professional on FINRA's BrokerCheck.

 

CONTACT
Call or Text (808) 522-0100
seansmith@theretirementcoach.org
615 Piikoi St, Ste 1405
Honolulu, HI 96814

 
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