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Retire Smarter scores big as a national, independent retirement planning firm.

Atlanta – July 7, 2016 – Retire Smarter launches as an independent retirement planning firm combining business, financial and retirement planning expertise.

Retire Smarter is empowering a broad range of retirees and individual investors by offering them greater access to institutional-quality, diversified investment products.

Our team includes experienced and action-oriented advisors, CPAs, insurance specialists, attorneys, and other professionals, all ready to obsess over serving you.

our commitment to our clients.

And now we’re sharing everything we learned along the way. We believe through smart and holistic financial planning, along with sophisticated retirement strategies, generational wealth can be built and protected from losses so you can enjoy more of what matters most.

On protection from market losses — If you’re not moving in this particular direction, you’re either at the table or on the menu.

Retire Smarter is a leading retirement planning firm; helping women, farmers, families, and business owners — Address the need for protection in retirement.

the fiduciary standard.

Our firm works with complex portfolios and addresses the unique needs that require a highly customized level of management, strategy, and consultation. Under the fiduciary standard, firms are required by law to act in the best interests of their clients.

agribusiness & business owners.

Our roots run deep… Our commitment to agribusiness can be traced to the early 1900’s in Elmore, Ohio when my great-grand-pappy Recny saw the need to protect his grain elevators and beef cattle from losses on the family farm — And now after three generations, let our knowledge, and what we’ve learned the hard way, help make you safer, to help protect your family’s future – Mark Recny Jr.

our commitment to women.

We’re on a mission to get more money in the hands of women – By helping women everywhere achieve the financial security they deserve, recognizing the unique risks they face headed into retirement.

Retire Smarter was founded to address the need for protection in retirement – But after thousands of one-on-one interviews with families and business owners all across America, we learned “gender-neutral” money solutions weren’t serving women; and we knew it was time to do better for them.

smart money masterclass.

Our SmartMoney Masterclass® is built around cutting-edge research, insights that bubble up key concerns, and analysis that spots trends and patterns to help our clients see the big picture.

The firm is a thought leader in the insurance and financial services industry, along with Medicare planning for individuals and Employer Group Benefits for large and small businesses. We do what most money managers are unwilling to do… stop the losses, and deliver growth and income.

Join us at one of our upcoming Smart Money Masterclass® work-shops — We’re confident we’ll make great use of your time.

Our Concierge Client Team is here to help you reach your financial goals — Learn more about our unique approach, here.

smart sheets.

October // 2023

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November // 2023

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