Retirement planning expert Craig Judd (801-225-5555) has opened a new office in Provo, Utah, offering retirement advisory, and investment planning services to seniors and retirees.

Provo, United States - August 8, 2024 —

Judd and his company, Smart Financial, are bringing a wide range of retirement planning advisory services to Provo area seniors. As a certified specialist in the field of retirement finance, he can offer no-cost analysis services and live training events every month.

To find out more, visit https://www.craigjudd.com

Alongside the announcement of the new office location in Provo, Judd - in tandem with Smart Financial - has released a newly refreshed slate of live event dates. These events are intended to help provide those approaching retirement with the tools and knowledge necessary to build effective plans that are also flexible enough to safely account for unexpected circumstances.

The new office opens even as more seniors than ever say they are unprepared for retirement, despite adequate savings. Of surveyed parties, under half said that they felt fully prepared to enter retirement - a large portion of whom had already done so, yet lacked the resources to move forward with confidence.

Judd has been a retirement specialist for over 23 years, and in that time, has earned recognition from MDRT and several other leading organizations for the quality of his work. He is a CLT and FINRA Series 65 licensee, with additional certification as a uniform investment advisor, all of which uniquely position him to help retirement-age individuals prepare for the unpredictable period to come.

In terms of direct assistance offered, Judd and his team can manage investment and pension income to ensure those income sources remain stable in the long term. They also offer tax and social security management strategies - both of which are intended to help bring clarity to often misunderstood or overlooked aspects of retirement savings.

Judd is quoted as follows regarding this expansion to his services, “I believe that people who have worked their entire lives and are ready to enter into retirement should be able to find a way to be secure in the fact that they will always have enough income to enjoy retirement, and cover their needs.”

Craig Judd and his team are now available online or in the newly opened Provo office to offer complementary retirement finance reviews to new clients. The office is located at 350 E Center Street #100, Provo UT 84606.

More information can be found at https://www.craigjudd.com

Contact Info:
Name: Craig Judd
Email: Send Email
Organization: Craig Judd
Address: 350 E Center Street #100, Provo, UT 84606, United States
Website: https://www.craigjudd.com

Source: PressCable

Release ID: 89137925

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