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 We believe in sophisticated investing where the traditional stock to bond allocation is outdated and diversification beyond traditional asset allocation is essential for success.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.

  • The Great Contradiction of the 2023 Investment Environment

    The Great Contradiction of the 2023 Investment Environment

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

The Great Contradiction of the 2023 Investment Environment

The Great Contradiction of the 2023 Investment Environment

How To Be A Good Grandparent

How To Be A Good Grandparent

Despite Warning Signs Flashing Red, Recession Not in Sight

Despite Warning Signs Flashing Red, Recession Not in Sight

Understanding Your Portfolio’s Risk

Understanding Your Portfolio’s Risk

What To Know About The Debt Ceiling Problem And A Solution

What To Know About The Debt Ceiling Problem And A Solution

What Parents Must Know About Social Media Regulation

What Parents Must Know About Social Media Regulation

All Eyes Are On The Federal Reserve; The First Economic Data Since The Banking Crisis Erupted In March

All Eyes Are On The Federal Reserve; The First Economic Data Since The Banking Crisis Erupted In March

A Strong Quarter For Stocks And Positive Fundamentals For 2023

A Strong Quarter For Stocks And Positive Fundamentals For 2023

More Tax Savings Ideas From SECURE 2.0

More Tax Savings Ideas From SECURE 2.0

With Bank Failures Complicating An Anomaly-Filled Post-Pandemic Recovery, Here's Help

With Bank Failures Complicating An Anomaly-Filled Post-Pandemic Recovery, Here's Help

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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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