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retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate IRA & 401k Accounts
Customize Your Goals & Accounts
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
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business owners
& employee benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers – Text, Phone & Email
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate IRA & 401k Accounts
Customize Your Goals & Accounts
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated • Professional Team
business owners
& employee benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers – Text, Phone & Email
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smart money masterclass.
you're invited.
Our SmartMoney Masterclass is built around cutting-edge research, insights that bubble up key concerns, and analysis that spots trends and patterns to help you see the big picture — And now’s the perfect time to put it all to work. Take stock of your goals, realize new opportunities, and build the future — We help solve for all that.
20th/22nd
Just don't bet the farm.
June 20 & 22 @ 7pm | Gibsonburg, OH
27th/29th
new reality in retirement.
June 27 & 29 @ 7pm | Maumee, OH
you're invited.
Our SmartMoney Masterclass is built around cutting-edge research, insights that bubble up key concerns, and analysis that spots trends and patterns to help you see the big picture — Now’s the perfect time to put it all to work. Take stock of your goals, realize new opportunities, and build the future — We help solve for all that.
20th/22nd
Just don't bet the farm.
June 20 & 22 @ 7pm | Gibsonburg, OH
27th/29th
new reality in retirement.
June 27 & 29 @ 7pm | Maumee, OH
explore specialized advice.
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MULTI-GENERATIONAL FAMILIES
These are challenging times for fixed income, and investors are feeling it – Yields are low and show no signs of rising. And fees and taxes can deplete what little earnings are left.
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MULTI-GENERATIONAL FAMILIES
These are challenging times for fixed income, and investors are feeling it – Yields are low and show no signs of rising. And fees and taxes can deplete what little earnings are left.
lorem ipsum dolor sit amet.
MULTI-GENERATIONAL FAMILIES
These are challenging times for fixed income, and investors are feeling it, – Yields are low and show no signs of rising. And fees and taxes can deplete what little earnings are left.
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by clicking 'submit', you agree to retire smarter's terms of use.
MARK RECNY JR
principal advisor & founder
"On protection from market losses — If you’re not moving in this particular direction, you’re either at the table or on the menu... Nearly 80% of all money managers fail to outperform their benchmarks; producing less than desirable returns — We do what most money managers are unwilling to do... stop the losses, and deliver growth and income now."
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to retire smarter's terms of use.
by clicking 'Consult an Advisor', you agree
to retire smarter's terms of use.
Retire Smarter, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our website is intended to report solely on retirement strategies and opportunities identified by Retire Smarter, and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest. Opinions, where and when expressed, are subject to change without notice.
Retire Smarter markets certain products that are sponsored, managed, distributed or provided by companies that Retire Smarter is licensed with. Insurance and annuity products are marketed through Retire Smarter, Inc. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
• Not guaranteed by any bank / credit union • Not FDIC / NCUSIF insured • Not insured by any federal government agency • Offered by licensed insurance advisors only
© 2023 Retire Smarter, Inc. All Rights Reserved.
Retire Smarter, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our website is intended to report solely on retirement strategies and opportunities identified by Retire Smarter, and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest. Opinions, where and when expressed, are subject to change without notice.
Retire Smarter markets certain products that are sponsored, managed, distributed or provided by companies that Retire Smarter is licensed with. Insurance and annuity products are marketed through Retire Smarter, Inc. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
• Not guaranteed by any bank / credit union
• Not FDIC / NCUSIF insured
• Not insured by any federal government agency
• Offered by licensed insurance advisors only
© 2023 Retire Smarter, Inc. All Rights Reserved.