retirement roadmap® 
smart women® in retirement
farm, estate
& succession planning
individuals & families
estate considerations
& trusts stewardship
business owners
& group employee benefits
Smart, Simple
& Transparent
Retirement Planning
& Transparent
Retirement Planning
We're answering the need for protection in retirement, all across America.
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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
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidates IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets / Trusts
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
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
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.
SEPTEMBER // 2020
15th/17th
Open House — Home Office
September 15 & 17 @ 7:00pm | LaGrange, GA
22nd/24th
Smart Women® in Retirement
September 22 & 24 @ 7:00pm | Newnan, GA
OCTOBER // 2020
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
20th/22nd
Smart Women® in Retirement
October 20 & 22 @ 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.
SEPTEMBER // 2020
15th/17th
Open House — Home Office
September 15 & 17 @ 7:00pm | LaGrange, GA
22nd/24th
Smart Women® in Retirement
September 22 & 24 @ 7:00pm | Newnan, GA
OCTOBER // 2020
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
20th/22nd
Smart Women® in Retirement
October 20 & 22 @ 7:00pm | LaGrange, GA
CASE STUDIES
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It's hard to know where to invest when returns are low, risks are high,
& the old rules don't seem to apply...
& 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 • all across America.
OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.
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.
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.
OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.
MARK D RECNY JR
Principal Advisor
Principal Advisor
"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."
RECENT BLOG POSTS & INSIGHTS
MAY // 2020
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JUNE // 2020
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JULY // 2020
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Through decades of relationships built on honesty and integrity, we value our position as a trusted advisor to families and business owners all across the country • Reach out below; and we'll be in touch.
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Opinions expressed here are subject to change without notice. This commentary is for informational purposes only. The information, data, and analyses presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell any investment. Retire Smarter has not considered any individual’s circumstances in preparing this information. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.
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