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Discover a smarter approach to holistic financial planning
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smart, simpleand transparent
retirement planning
retirement planning
We invite you in to meet the dedicated team that's answering the need for protection in retirement, all across America.
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individuals & families
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farm, estate
& succession planning
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& group employee benefits
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retirement planning
We invite you in to meet the dedicated team that's answering the need for protection in retirement, all across America.
attend an event
find an advisor 
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business owners
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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
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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
22nd/24th
Smart Women® in Retirement
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
case studies.
growth + income.
the sequence of returns risk.
Discover the hidden impact of losses and what it takes for you to recover. 
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Opportunities to enhance yield while we're managing the growing risks of loss.
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market trends.
the truth about commission-free.
We uncover the truth about commission-free trading — It's not what you think.
market trends.
risks exposure review of assets
Designed to foster growth for your estate — and your retirement goals.
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.
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dont take risks...
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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!
Join in the conversation,— We'll be in touch!
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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.
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