Company Information

Get to know The Smart Road to Retirement

The Smart Road to Retirement was founded by Liz Koh, a Certified Financial Planner (CFP) based in New Zealand. The company's mission is to make quality financial advice and education accessible to a broader audience, helping people gain clarity and confidence in their retirement planning. It provides services primarily through online courses, workshops, webinars, and personalized financial coaching rather than direct investment management. The focus is on empowering individuals with the knowledge to make informed financial decisions for their future.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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The Smart Road to Retirement

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.