EastTNRetires
by Smiths Financial Solutions
RETIREMENT PLANNING WITH NATHAN SMITH
Retirement Is Too Important for Guesswork.
Whether retirement is one year away or five, we’ll help you understand your options, make informed decisions about your 401(k), create a reliable retirement income strategy, and retire with confidence.
Schedule Your Retirement Readiness Review
Clear answers. A thoughtful strategy. A more confident next chapter.
WHO WE HELP
For people who want a clearer retirement path.
If any of these sound familiar, a Retirement Readiness Review can help you begin with the right questions.
Within five years of retirement
Leaving an employer with a 401(k)
Looking for a second opinion
Concerned about retirement income
Wanting to know if retirement is financially possible
YOUR QUESTIONS DESERVE CLEAR ANSWERS
Retirement is too important for guesswork.
You may be close to retirement, but still unsure about the choices in front of you. Our review helps you organize the questions, clarify the trade-offs, and feel more prepared for what comes next.
Can I afford to retire?
Understand how your savings, expenses, income sources, and lifestyle goals fit together.
What should I do with my 401(k)?
Explore the questions around keeping it where it is, rolling it over, and making decisions that fit your plan.
How do I create reliable income?
See how dependable income, market risk, and withdrawal needs can work together in retirement.
How can I reduce taxes in retirement?
Learn what questions to ask about withdrawals, timing, and the tax picture of your retirement income.
Will my money last?
Put your savings, income needs, and long-term goals into a clearer retirement picture.
YOUR RETIREMENT READINESS REVIEW
What Happens During Your First Meeting?
We’ll talk about your retirement goals, review your current retirement accounts, answer your questions, and identify practical next steps. You’ll leave with greater clarity about your retirement — even if you decide not to work with us.
• Your retirement goals and timeline
• Your current retirement accounts and 401(k) options
• Your questions and practical next steps
Schedule Your Complimentary Retirement Readiness Review
HOW WE HELP
During Your Review, We’ll Discuss:
We start by helping you understand the choices in front of you, then organize the decisions into a practical retirement plan that reflects your goals, timeline, and comfort level.
Your Retirement Income
Your 401(k) Options
Tax Planning Opportunities
Investment Strategy
Estate Planning Coordination
MEET NATHAN SMITH
Helping retirement feel more understandable — and more possible.
Retirement is one of the biggest financial transitions most people will ever make. My goal is to help you slow down, understand your options, and make confident decisions about your future.
Before we discuss strategies or recommendations, we’ll take time to understand your goals, answer your questions, and explore the choices available to you. I believe retirement planning should leave you with more confidence — not more confusion.
Independent Financial Advisor
Helping individuals and families prepare for retirement.
Serving East Tennessee
Providing retirement planning guidance throughout East Tennessee.
Army Veteran
Committed to serving others with integrity and thoughtful guidance.
What It’s Like to Work Together
Personalized Guidance
Every retirement plan begins with your goals, priorities, and your timeline — not a one-size-fits-all approach.
Retirement-Focused Planning
We help people navigate the important financial decisions that come with retirement and the years leading up to it.
Clear Communication
Complex retirement decisions explained in plain English, so you can move forward with confidence.
Long-Term Relationships
We believe retirement planning is an ongoing relationship — not a one-time meeting.
Local East Tennessee Expertise
Proudly serving individuals and families throughout East Tennessee with personalized retirement guidance.
FREQUENTLY ASKED QUESTIONS
A few helpful answers before we talk.
What happens during my Retirement Readiness Review?
Is there any cost or obligation?
Do I need to be retired already?
Can you help with my 401(k)?
What if I’m not sure when I want to retire?
Let’s Talk About Your Retirement.
Your Retirement Readiness Review is a conversation about what matters to you. We’ll talk through your retirement goals, review your current retirement accounts, answer the important questions on your mind, and identify practical next steps you can feel good about.
A thoughtful conversation. Clearer next steps.
EAST TENNESSEE IS HOME
Rooted in Family, Faith & Community
My wife and I are raising six children here in East Tennessee, and our family stays busy with school, sports, church, and exploring the mountains we call home. Retirement planning is personal because every financial decision ultimately affects the people you love most.
Whether we’re hiking to a waterfall, at the ball fields, or gymnastics meet, we’re grateful to call East Tennessee home. It’s a privilege to help the families in this community prepare for retirement with clarity and confidence.
Ready to Retire With Confidence?
Schedule your complimentary Retirement Readiness Review and let’s discuss your goals, answer your questions, and build a plan for your future.
Schedule Your Complimentary Retirement Readiness Review
Serving families throughout East Tennessee.
EastTNRetires is a retirement planning service of Smiths Financial Solutions.
Bringing clarity through simplicity — independent financial guidance for individuals, families, and small businesses.
IMPORTANT DISCLOSURES
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of future results or past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client.