When planning your financial future, the key is to ask the right questions. Since it’s not about your money, but rather your life, it’s important to know your life goals in order to establish your needs, wants & wishes. At Retirement Outfitters, we take a 30,000 foot view to create your proactive plan for managing your financial future.
We believe that investment products have specific purposes and time frames for when their use is most beneficial. Without knowing your personal situation and needs, it can be a shot in the dark to determine the best course of action. We get to know our clients, and we make an individualized plan that is tailored specifically for you. Knowing what you really want out of your future is the foundation to creating this plan, and getting there.
Our client focused approach is unique
You’ve spent your whole life defining your idea of the perfect retirement, and you’ve worked each day to save for it. Now it’s time to ensure you can live your retirement the way you’ve always dreamed.
Retirement Outfitters Services
Social Security Planning
IRA and 401(K) Rollovers
IRA Legacy Planning
Long Term Care
Barbara Traylor Smith,
CFP® ChFC®, CLU®
Senior Independent Wealth Advisor
“It’s not about your money, it’s about your life.”
Barbara Traylor Smith’s path to becoming a financial professional has been a long winding road where she has encountered a multitude of educational and professional opportunities which empower her to help her clients secure their financial future. Each client Barbara encounters has a unique financial forecast that requires a personal approach. Long ago Barbara adopted the slogan, “It’s not about your money, it’s about your life.” Her devotion to her clients, coupled with her personalized approach to wealth management, makes working with Barbara feel like a breath of fresh air.
Barbara received her BA in Accounting from Southwest Texas State University and earned her CPA designation in 1990. Following her career as a CPA, she began working in the financial services industry as the “The Advisors’ Advisor.” Barbara has trained many advisors in all aspects of the retirement and financial planning process including general investments, tax advantaged investments, life and disability insurance, long term care insurance and annuity policies. Through education and experience gleaned over a career spanning 36+ years, she is well qualified to help her clients plan their retirement utilizing many different tools and techniques.
In 2008, Barbara began operating Retirement Outfitters, LLC in Grand Junction, Colorado and is an Independent Wealth Advisor with Foundations Investments. She holds her certification from the CFP Board as a Certified Financial Planner (CFP®) and has earned Certified Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College.
Memberships & Associations Current & Former:
Colorado Woman’s Alliance Advisory Council
Community Transformation Group Steering Committee
National Social Security Association – 2018 National Social Security Advisor® of the Year
Grand Junction City Council – Former Mayor – District B – 2013-2019
Grand Junction Chamber of Commerce Government Affairs Community
Rotary Club of Grand Junction – Service Above Self Award – Former Member
River of Life Alliance Church
Independent Wealth Advisor
Aly Huddleston began her career as a math teacher and high school coach. During her years in the classroom, she loved infusing financial literacy into all aspects of her teaching and realized it was her passion. Outside the classroom, she watched friends and family members struggle to navigate the complex financial environment, whether that included Social Security, Medical Insurance, or monthly budgeting, With financial planning, Aly saw the path to combine her love of teaching with her passion for finance. As a licensed fiduciary, Aly is able to utilize her training, skills, and enthusiasm to curate a custom plan meeting each individual’s unique goals, lifestyles, and passions. She lives in Dallas, Texas with her husband, Scott, and can often be found enjoying live music events, laughing at comedy shows, and exploring local dog parks with her two dogs, Nash and Sadie.
Independent Wealth Advisor
Rebecca McClellan, MBA is a multi-talented professional whose greatest strength is taking complex situations and breaking them down into bite-sized steps to accomplish amazing goals. She is passionate about personal finance and great customer service, all to help her clients reach their goals. By age 14, her father recognized the uniqueness of her interests, as she delighted in joining him at the kitchen table to review the Investor’s Business Daily stock ratings. Today, she feels blessed that she can apply and share her lifelong knowledge of personal finance in order to serve those around her.
After spending much of her youth on the east coast between Connecticut and Pennsylvania, she fell in love with Colorado, and now lives here with her husband and 2 daughters, Brianna and Avery. She is an active member of her church community and volunteers regularly.
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Social Security, Taxes & Retirement Planning Workshop in Grand Junction, CO
Thursday, February 29
6:30 PM - 8:00 PM
Colorado Mesa University
1455 North 12th Street University Center – Room 213
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
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