Shikha Mittra
Fee only and Fiduciary Advisor helping Business Owners and C Suite Executives with their Tax and Retirement Plans
- Role
- President Principal at Retire Smart Consulting, Llc
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Shikha Mittra
Retire Smart Consulting is a Fiduciary,fee only Wealth Management Company based in Princeton, New Jersey. Retire Smart Consulting \'s mission is to provide conflict free, full transparency,holistic wealth management services to businesses and individuals who are looking for a skilled professional to help them with their retirement and portfolio management. A fiduciary is bounded by law to look out for best interests of clients.Retire Smart Consulting follows a prudent process based on Global Standards of Excellence as their guidline.We help busy executives and professionals manage their finances without any conflicts of interest. We help companies to reduce their fiduciary liability by managing their retirement plans based on Global Standards of Excellence as our guidelines. Publications: Co author of\"Comprehensive Financial Planning Strategies for Doctors and Advisors\"(CRC)Editor,\"Finance for Non Finance Majors\"(McGraw Hill).Faculty at a Rutgers in New Brunswick, New Jersey.I invite you to connect with me here on LinkedIn, and welcome the opportunity to schedule a call or meeting to see if we can help you.Specialties include- Fee-only Portfolio Management (minimum Investment Advisory- Wealth Management- Estate Planning- Retirement Planning- Hourly Consulting- Retirement Workshops
Experience
President Principal
Feb 2008 — Present
RETIRE SMART Consulting, LLC. is a fee-only wealth management and investment advisory firm, providing fiduciary services to high net worth and busy executives, small to mid-sized businesses and non-profits.We help sponsors reduce their fiduciary liability by managing their retirement plans assets/ investment portfolios through a prudent process based on global standards of excellence as our guidelines. At our core, we believe in complete transparency of fees and, as our client, you can expect individual attention and interaction on a personal level. Our advice is objective, without any conflicts of interest. We do not sell any investment products. We manage assets in an open architecture platform that is not tied to any specific fund family or broker dealer. We can customize your retirement plans to suit your unique needs.For more information, please visit our website:
Education
Fi 360 Global Fiduciary Insights
PPC(R), Pension Plan Consultant
2016 — 2016
Institute of Investments and Wealth
RMA(R), Retirement Management Advisor
2022 — 2022
CFP Board of Standards
CFP (R), Certified Financial Planner
College for Financial Planning
CMFC (R), Chartered Mutual Fund Counselor
Fi 360 Global Fiduciary studies
Accredited Investment Fiduciary AIF(R), Global Fiduciary Insights
College for Finacial Planning
Chartered Retirement Plans Specialist CRPS(R), Investments and Securities
Skills
- Financial Planning
- 401(K) Retirement Savings Plans
- Estate Planning
- Activities
- Financial Advisory
- Investment Advisory
- Investments
- Wealth Management
- Retirement
- Mutual Funds
- 401k
- Portfolio Management
- Retirement Planning
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