Founder & CEO
Shelly Mason
Founded Smart Retire to give small businesses the kind of retirement expertise usually reserved for large employers, with a focus on plans that align with the real goals of the business and its people.
Our Story
Retirement planning, built exclusively for small business.
Smart Retire exists to give small business owners the same caliber of retirement expertise that big companies hand their HR departments — delivered by a team that actually knows your name.
Our Mission
Regulatory-sound plans that still feel personal.
We work closely with each client to develop retirement plans that meet regulatory requirements while genuinely fitting the goals of the business and its workforce — designing savings strategies, optimizing structures, and staying involved long after the paperwork is signed.
Retirement planning can feel complex and overwhelming. Our job is to simplify it, so owners and employees alike move forward with confidence instead of confusion.
That's also why we go beyond what a traditional brokerage firm offers. Alongside every plan, we bring a local, hands-on feel for the individual employee — not just the business owner — through financial wellness classes that educate and build habits reaching well beyond the workplace.
The Team
The people who design and maintain your plan.
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Retirement Income Specialist
Sarah Hickey
Provides hands-on financial guidance to individuals and families across Monroe, GA and beyond, helping clients navigate retirement planning with clarity and a strategy built around their timeline.
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Administrative Assistant
Taylor Wagers
Keeps the day-to-day of Smart Retire running smoothly, from client scheduling to the systems that support the team's online presence and client communication.
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Marketing Director
Trevor Sinclair
Leads Smart Retire's outreach and brand presence, combining market awareness with data-driven strategy to make sure the right small businesses know Smart Retire exists.
Want to work with the team directly?
Every consultation is a real conversation with someone from our Monroe office — not a script.