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business owners
& group employee benefits
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PRIVATE CLIENT GROUP //
retirement roadmap
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Risk Exposure Review
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Consolidates IRA & 401k Accounts
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estate considerations
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Estate Planning Concierge
Risk Exposure Review of Assets / Trusts
Comprehensive Income Analysis
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BUSINESS OWNERS //
business owners
& group benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate Old IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship 
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
Discover a smarter approach to holistic financial planning
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated • Professional Team
BUSINESS OWNERS //
business owners
& group employee benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
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You're invited!Join us at one of our upcoming Retirement RoadMap® work-shops; We're confident we'll make great use of your time.
MAY // 2021
11th/13th
Retirement RoadMap®
May 11 & 13 @ 7:00pm | LaGrange, GA
25th/27th
Smart Women® in Retirement
May 25 & 27 @ 7:00pm | LaGrange, GA
JUNE // 2021
8th/10th
Retirement RoadMap®
June 8 & 10 @ 7:00pm | LaGrange, GA
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June 22 & 24 @ 7:00pm | LaGrange, GA
You're invited! — Join us at one of our upcoming Retirement RoadMap® work-shops — We're confident we'll make great use of your time.
MAY // 2021
11th/13th
Retirement RoadMap®
May 11 & 13 @ 7:00pm | LaGrange, GA
25th/27th
Smart Women® in Retirement
May 25 & 27 @ 7:00pm | LaGrange, GA
JUNE // 2021
8th/10th
Retirement RoadMap®
June 8 & 10 @ 7:00pm | LaGrange, GA
22nd/24th
Smart Women® in Retirement
June 22 & 24 @ 7:00pm | LaGrange, GA
explore specialized advice.
individuals.
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Major life changes can be among our most demanding experiences — Prepare for your next chapter with expert advice. 
multi-generational families.
multi-generational families.
Navigate generational divides to build a plan for future generations by understanding the challenges.
insights for businesses.
business owners: complex planning.
Explore advice that can recognize the unique challenges you face.
executives.
executives: compensation.
Executive compensation can present significant wealth accumulation, but comes with unique challenges.
review of assets.
annual reviews.
Now is the time to revisit your wealth plan to prepare for an uncertain future — We do it on the regular.
it's hard to know where to invest when returns are low, risks are high, & the old rules don't seem to apply.
Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.
it's hard to know where to invest when returns are low, risks are high, & the old rules don't seem to apply.
Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.
MARK RECNY JRPRINCIPAL 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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Looking to invest $1 million or more? Retire Smarter’s Concierge team is here to help you reach your financial goals.
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financial solutions
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
© 2021 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
© 2021 Retire Smarter, Inc. All Rights Reserved.