Retirement Outfitters, LLC

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Retirement Outfitters, LLC Our motto is, "It's not about Your money, It's about Your life". We take a "30,000 foot view" & create a plan to best achieve our client's goals.

With 30+ years of experience in the financial planning industry, Barbara Traylor Smith offers a wealth of real-life strategies and solutions to her clients. She currently works with individuals and business owners to create customized retirement plans. These plans help clients not only accumulate the assets they need, but also distribute them in a tax-efficient and cost-effective way, allowing clients to achieve their life goals and dreams. "It's not about Your money, It's about Your Life".

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
11/02/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

🎃 Happy Halloween! 👻Wishing everyone a spooky, fun-filled day full of treats, costumes, and maybe a few harmless tricks!...
10/31/2026

🎃 Happy Halloween! 👻

Wishing everyone a spooky, fun-filled day full of treats, costumes, and maybe a few harmless tricks! Whether you’re carving pumpkins, dressing up, or enjoying some sweet treats, we hope your Halloween is a fang-tastic one! 🕸️🕷️

Have a kid heading off to college? Here are a few tips.
10/30/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Three tips for giving smart from the heart.
10/28/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
10/26/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
10/23/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
10/21/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
10/19/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
10/14/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
10/09/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Address

744 Horizon Court Suite 350
Grand Junction, CO
81506

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 3pm

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