WealthKare Investment Center
Meet Bruce Smith
Bruce J. Smith III, President and Founder
Bruce Smith has spent over 30 years as a professional consultant focused on simple goal- exploring opportunities that could add thousands of dollars in additional retirement benefits for his clients. Today, that task seems easier than ever because millions of Americans* have poorly constructed retirement portfolios that are not designed to maximize retirement benefits. The problem affects people of all ages and all demographic levels. Nobody is immune, not even the most educated and seasoned financial professional.
Bruce created the Get MORE Retirement® program (and authored the program’s 167 page Workbook Guide) to help retirees, soon to be retirees and his fellow advisors, to identify opportunities that may have been overlooked or ignored in the original retirement planning process. The program is comprehensive, easy to understand and requires only common sense and simple math skills. When suitable, it could produce an upgrade that results in Less Fees, Less Risk and More Money for retirement.
Bruce has been profiled in many financial publications and websites including Forbes, Fortune, Money and Bloomberg Business magazines. Bruce has been a leading financial advisor as seen in Forbes magazine 2011-2015.
*June Unemployment Report for Workers Over 55, Published: July 8, 2016, Economicpolicyresearch.org
What We Do
Tune into The Get MORE Retirement® Radio program daily at 8:55 AM and on weekends at 11:00 AM on Saturdays and Sundays on WRSC Newsradio 1390 in State College, PA.
Are You Retirement Educated?
Our Retirement Manual
10 Simple Steps For Maximizing Your Retirement Benefits
We wrote the book on How to MAXIMIZE Your Lifetime Retirement Benefits!
Finally – a comprehensive yet simple guide designed to teach you how to ask the right questions that could unlock thousands of dollars in additional benefits from your retirement and investment accounts. The steps in this workbook could help you uncover opportunities that were previously overlooked or ignored in your retirement planning. By asking the right questions (outlined in the book), you can become a more informed consumer with a clearer, deeper understanding of the possible benefits and drawbacks of your planning.
The Window Into Your Financial World
When it comes to personal finances, those who know what they have fare better than those who don’t. We can help you see everything you own in one place- a private and secure location where your data is consolidated into one clear picture of you. Your personalized website makes getting organized simple.
Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more. You can be confident that your important information is safe and secure.Client Login