Because true wealth is
lived, not just earned.
A NEW ALLIANCE FOR RETIRE SMART CLIENTS
True wealth goes beyond your financial portfolio.
It shows up in the experiences you enjoy. The relationships you nurture. The memories you create.
Guided by that belief, Retire SMART Wealth has formed a strategic alliance with Travel Concierge by Jeff Lavender. This alliance brings personalized travel expertise directly to you. It offers thoughtful, long-term planning. And it opens the door to extraordinary experiences.
We chose Travel Concierge for a simple reason. They share our values. They believe in understanding the individual first. They build lasting relationships. They plan with intention.
Together, we're helping you make the most of your wealth. Not just through financial security, but through the life that security makes possible.
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.
TRAVEL CONCIERGE
AT YOUR SERVICE
Maybe you're drawn to one of our exclusively curated journeys. Maybe you want a trip designed entirely around you. Or maybe you're ready to build a multi-year travel plan for the years ahead.
Whatever you're looking for, Travel Concierge is here for you.
You'll receive the same high level of service you've come to expect from David and his team, now extended to every journey you take.
It starts with a complimentary Travel Concierge consultation. From there, you'll enjoy white-glove service, exclusive benefits, and special offers built around you.
The art of a life well-traveled.
A long-awaited expedition. A chance to connect with family somewhere unforgettable. A journey that lets you give back to the world. Whatever draws you to travel, we design extraordinary experiences around it. Journeys that do more than create lasting memories.
Journeys that 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.
Multigenerational &
Family Travel
Bring generations together through meaningful experiences and memories that endure.
STAY INSPIRED
The world is waiting for your extraordinary stories to unfold.
Discover extraordinary destinations, travel inspiration, and curated opportunities exclusively for Retire SMART clients.
SIGN UP FOR INSPIRATIONLET'S CONNECT
Every remarkable journey begins with a conversation.
Share your travel aspirations with a Travel Concierge Advisor and discover what thoughtful planning can make possible.
SCHEDULE A COMPLIMENTARY CONSULTATIONAfter more than thirty years of helping people experience the world, I've come to believe that travel is one of the most meaningful investments we can make in our lives.
A life well-traveled deserves the same thoughtful planning and long-term perspective as a financial portfolio. Each journey should build upon the last, enriching our understanding of the world, strengthening our relationships, and creating memories that become more valuable with time.
That's why our alliance with Retire SMART Wealth is such a natural fit. We share a belief that thoughtful planning isn't simply about protecting what you've built but making the most of the life you've worked so hard to create.
Our most precious asset is time. My commitment is to help you spend yours wisely, creating experiences that reflect your passions, aspirations, and the people who matter most.
I invite you to think beyond your next vacation. What experiences are still calling to you? What memories do you hope to create?
Because the greatest return on travel isn't simply where it takes us. The richest returns cannot be measured in dollars.
It's the perspective we gain, the relationships we deepen, and the people we become along the way.
You will often hear me say…
“Travel is the one thing that makes us richer.”
Explore the world
with confidence.
Thoughtful planning makes every journey more meaningful.
Discover Jeff's philosophy on travel as a lifetime investment, explore the benefits of a thoughtfully planned travel portfolio, and find answers to common questions about working with Travel Concierge.
A life well-traveled is built with intention.
Travel’s true value is not simply where it takes us, but who it helps us become. That is why every journey begins with understanding—not only where you want to go, but why; not only what you want to see, but what you want to feel. It all begins with a complimentary consultation.
Every remarkable journey
begins with
a conversation.
