Up until a few years ago, I had convinced myself I loved working so much that I would never retire! When in fact, the truth was I didn’t feel like I could retire. Even after having done all the “right” things and successfully running a small business for over 20 years, my wife and I weren’t confident we could comfortably retire.

Something had to change if we wanted to maintain our current lifestyle well after retirement. And it did! I can now happily say, just two years later and our passive income from alternative investment decisions have surpassed that of our business income.

Our new passion is helping others achieve their success and financial freedom, and the first step is completing the Smart Asset Formula. 


What is the Smart Asset Formula?
It is a guide for those who mistakenly think they will never retire (just like me!) With our guide, users will understand how much they need to retire, so you can start planning your future and investment options.

We believe in wealth through education and taking control of your finances; the Smart Asset Formula will help you do just that.


Why do I need the Smart Asset Formula?


  • Knowledge is power.


The Smart Asset Formula provides a holistic view of your current and future financial situations, including debt obligations, assets, investments, real estate and so on.


  • You don’t want to live on less.


Forget everything you’ve heard about “living on less” after retirement. Retirement should be a time where you enjoy the fruits of your labor, after decades in the work world. The Smart Asset Formula focuses on how to maintain your lifestyle, not downgrade it.


  • You want to make your money work for you.


Working is essentially trading your time for dollars. After retirement, you want to make your money work for you. I have a favorite saying about investments that makes less than 6-7% in returns: lazy money! The Smart Asset Formula is designed for those who are ready to stop trading their time for dollars and start making their money work for them!


  • You have a purpose.


We want to work with people who know their “why”, their purpose for gaining wealth; perhaps you want to support your family, start a new business, donate, support a cause, etc. We started this journey because we wanted to share what we learned with others and help them achieve their success — if your goal is to just make a ton of money, the Smart Asset Formula isn’t right for you.

Also check out: The Smart Asset Investment Philosophy


  • You don’t have a post-retirement plan.


Guess what? You’re not alone; you’ve come to the right place. When you’re ready, we’re here for you. We started Smart Asset Opportunities because we believe in sharing everything we learned about investments; there’s plenty to go around! We want to take money off Wall Street and get it back on Main Street. Don’t worry if you don’t have a plan, we can help.


  • You want to be in charge of your own financial freedom.


Our philosophy is all about taking control of your financial destiny. We want to empower others with the education and confidence to make their own financial investment decisions and have fun while they’re at it! Every day we work with people we enjoy and who are on the same path as us; we invest in things we are interested in and passionate about; and, most importantly we call the shots on where our dollars go!

Get the Smart Asset Formula
Ready to take control of your financial freedom? We’re here for you! Check out the link below to get started:

Download The Smart Asset Formula

We want to hear from you! Reach out to us at anytime to learn more about Smart Asset Opportunities.

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Why Do You Need the Smart Asset Formula?
Why do you need the Smart Asset Formula? Read along to find out!