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business owners
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IRA / 401k Exit Strategies
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Medicare Supplements / LTC
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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
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Retirement RoadMap®
May 11 & 13 @ 7:00pm | LaGrange, GA
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May 25 & 27 @ 7:00pm | LaGrange, GA
JUNE // 2021
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June 8 & 10 @ 7:00pm | LaGrange, GA
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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
explore specialized advice.
individuals.
individuals.
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."
smart insights.
MAY // 2019
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MAY // 2019
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dont take risks...
you can't afford to take.
you can't afford to take.
dont take risks...
you can't afford to take.
you can't afford to take.
dont take risks you can't afford to take.
We value the trust placed in us by families and business owners across the country — Join in the conversation, and we'll be in touch!
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