True wealth extends beyond
your financial porftolio.
A PARTNERSHIP ROOTED IN SHARED VALUES
It’s reflected in the experiences we enjoy, the relationship
we nurture, and the memories we create.
With that philosophy in mind, RetireSmart Wealth has formed a strategic alliance with Travel Concierge by Jeff Lavender, bringing personalized travel expertise, thoughtful long-term planning, and access to extraordinary experiences to our clients.
We selected Travel Concierge because they share our belief that exceptional service begins with understanding the individual, building lasting relationships, and planning with intention.
Together, we're helping you make the most of your wealth—not simply through the financial security it provides, but through the life it allows you to live.
An alliance that will take you around the world via lands, oceans
& rivers.
A Message from David.
At Retire SMART, we believe retirement is about more than financial security. It’s about living your best life. For many retirees, that includes travel. Not just sightseeing, but meaningful experiences at special places.
We are partnering with Travel Concierge because our firms have similar values: thoughtful planning, personal attention, and a deep understanding of what matters most to the people we serve. The “A” in a SMART plan stands for advanced planning, which includes enjoying “bucket list” items such as once-in-a-lifetime trips to soul-stirring destinations.
We know how hard you have worked to build your future. We believe your retirement should reflect that effort. Whether you’re preserving wealth for future generations or setting aside something for legacy travel, every dollar should be used with intention.
Our alliance with Travel Concierge is built on that very idea: combining sound financial guidance with enriching travel experiences so your journey is not only secure, but filled with purpose, joy, and lasting memories.
Together, we will take you places.
Warmest regards,
—David
TRAVEL CONCIERGE
AT YOUR SERVICE
Whether you're inspired by one of our exclusively curated travel experiences or want us to customize your next trip or travel to develop a multi-year leisure travel program, Travel Concierge is here to ensure your travel needs are met with the same high level of service you have come to expect from David and his team.
It starts with a complimentary Travel Concierge consultation, backed by white-glove service, exclusive benefits, and special offers. Our Travel Concierge program offers you a highly personalized travel service you'll be hard-pressed to find anywhere else.
The art of a life well-traveled
Be it a long-awaited expedition, an opportunity to connect with your family in a unique and unforgettable location, or traveling to do good in the world, we design extraordinary travel experiences that not only create lasting memories, they enrich your life.
Private & Customized
Journeys
One-of-a-kind itineraries created around your interests, preferences, and aspirations.
Luxury Cruises & Expeditions
Explore remarkable destinations, from intimate luxury cruises to extraordinary expeditions.
Safaris & Guided Experiences
Discover extraordinary places through immersive experiences and exceptional local expertise.
Family & Multigenerational Travel
Bring generations together through meaningful experiences and memories that endure.
Maximize Your Travel Investment.
Just like saving for the future, finances don’t grow overnight; they grow with strategic planning and periodic deposits to fulfill a bigger vision. Spending your finances wisely when planning and purchasing travel also requires strategic thought and planning.
Whether you prefer to plan your journeys one at a time or design a multi-year travel portfolio, our alliance with Travel Concierge will ensure you are maximizing your travel investment.
Their in-depth knowledge can take you directly to the top of your wish list or to places you never knew existed.
Your journey begins here.
Sign up for expert insights, travel chronicles, and curated travel experiences built on impeccably crafted journeys exclusively for Retire SMART clients.
A Message from Jeff.
It is truly a privilege when Travel Concierge partners with like-minded organizations such as Retire SMART. We combine our shared values and unique expertise to help you create wealth that extends beyond your portfolio. Just as you expect financial guidance to protect and grow your wealth, you deserve the same level of expertise and stewardship when it comes to your travel investments.
David has taken an innovative lead by creating the Travel Concierge Program, giving you access to experiences that recognize travel as one of life’s most meaningful investments. This unique partnership allows us to meet that need with full confidence that you will be served skillfully, professionally, and with the highest degree of trust.
At Travel Concierge, our mission is simple—to enrich your life through extraordinary travel experiences—because we believe nothing shapes your life as deeply as travel.
I look forward to working with each of you as you dream, plan, and ultimately embark on journeys you’ll carry with you forever.
Travel On,
—Jeff
