The Future of Retirement is
Powered by Women Like You.

It's smart, and it's simple — It's the personal
attention of a one-on-one relationship.

The Future
of Retirement
is Powered by Women Just Like You.

We're helping women everywhere achieve the financial security they deserve – by recognizing the unique risks they face headed into retirement.

Book a free 15-minute call.

Not sure where to start? A member of our team can help you pick the right path for you.

Schedule a Call

Only good things happen, when women have more money.

Not sure where to start?
A member of our team can help
you pick the right path for you.

Lorem ipsum dolor sit amet.

Looking to invest $1 million or more? Retire Smarter’s Concierge Client team is here to help you reach your financial goals.

Charting your own course.

lorem ipsum dolor sit amet.

explore specialized advice.

what the future may hold.

I want to know,
How long the money will last?

Losses – even significant withdrawals early-on in retirement, after a market downturn, can have severe consequences for women.

life insurance.

I want to be prepared if something happens to me or my spouse.

Financial planning is complex when your business is the primary source of your wealth. Explore advice that recognizes the unique challenges you face as a business owner.

what the future may hold.

Multi-Generational Families.

These are challenging times for fixed income, and investors are feeling it – Yields are low and show no signs of rising. And fees and taxes can deplete what little earnings are left...

advanced markets.

C-Suite Executives:
Benefits & Compensation.

The varied forms of compensation in executive compensation plans lead to a myriad of income tax consequences, dependent on type and timing. There are also gift, estate and generation skipping...

employee group benefits.

Small Business:
Group Benefits.

Successful multigenerational wealth management is often elusive. Navigate generational divides and build a plan for future generations by understanding the challenges and establishing a process.

A smarter approach to holistic financial planning... designed by women, and made exclusively for women like you.

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
& employee benefits

IRA / 401k Exit Strategies

Life / Health / Disability Insurance

Medicare Supplements / LTC

Executive Compensation Plans

Get Answers – Text, Phone & Email

A smarter approach to holistic financial planning... designed by women, and made exclusively for women like you.

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
& employee benefits

IRA / 401k Exit Strategies

Life / Health / Disability Insurance

Medicare Supplements / LTC

Executive Compensation Plans

Get Answers – Text, Phone & Email

We appreciate your interest in our [ lorem ipsum ].

A valid email address is required to view this portion of our site.

Full Name

Email

Δ

by clicking 'submit', you agree
to retire smarter's terms of use.

Only good things happen, when women have more money.

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 for women everywhere.

Full Name

Zip

Phone

Select an event near you.

Which category best describes your Interests / Concerns?

Estimated Amount of Investible Retirement Assets

Do you currently work with a Financial Advisor?

How did you hear about us?

by clicking 'submit', you agree
to retire smarter's terms of use.

Only good things happen, when women have more money.

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.

Full Name

Zip

Phone

Events near you...

Best describe your Interests / Concerns...

Estimated Amount of Investible Retirement Assets

Do You Work with a Financial Advisor?

How did you hear about us?

by clicking 'submit', you agree
to retire smarter's terms of use.

MARK RECNY JR

principal advisor & founder

"I founded Retire Smarter to address the need for protection in retirement — But after hundreds of one-on-one interviews with families across America, I learned “gender-neutral” money solutions weren’t serving women; and I knew it was time to do better for them — Now we're sharing everything we learned along the way."

meet the founder.

smart sheets.

May // 2023

lorem ipsum

lorem ipsum dolor sit amet.

June // 2023

lorem ipsum

lorem ipsum dolor sit amet.

Retire Smarter Event Policy
SmartMoney Masterclass Privacy Statement
MasterClass Attendee Health & Safety

about us

concierge group

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself,
and our team will contact you.

by clicking 'Consult an Advisor', you agree
to retire smarter's terms of use.

Contact us to
discuss how we can help you experience the full possibility
of your wealth.

Please tell us about yourself,
and our team will contact you.

by clicking 'Consult an Advisor', you agree
to retire smarter's terms of use.

Home
Elevating Women

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.

Home
Elevating Women

SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

FORGOT YOUR DETAILS?

CREATE ACCOUNT

Your path to building & growing generational wealth starts here.

PRODUCTS & SOLUTIONS

Client Services

Your path to building & growing generational wealth starts here.

Individuals & Families

Businesses & Executives

Advanced Planning

Retire Smarter

News & Insights

Money Masterclass

Literature & Forms

Exploring Independence

Financial Professionals

We’re seeking entrepreneurial founders, thinkers, and doers… client-focused, independent advisors to join our team.

The Future of Retirement isPowered by Women Like You.

It's smart, and it's simple — It's the personalattention of a one-on-one relationship.

The Futureof Retirementis Powered by Women Just Like You.

We're helping women everywhere achieve the financial security they deserve – by recognizing the unique risks they face headed into retirement.

Only good things happen, when women have more money.

Looking to invest $1 million or more? Retire Smarter’s Concierge Client team is here to help you reach your financial goals.

Charting your own course.

lorem ipsum dolor sit amet.

lorem ipsum dolor sit amet.

lorem ipsum dolor sit amet.

lorem ipsum dolor sit amet.

I want to know,How long the money will last?

I want to be prepared if something happens to me or my spouse.

Multi-Generational Families.

C-Suite Executives:Benefits & Compensation.

Small Business:Group Benefits.

A smarter approach to holistic financial planning... designed by women, and made exclusively for women like you.

PRIVATE CLIENT GROUP //

CONCIERGE CLIENTS //

BUSINESS OWNERS //

A smarter approach to holistic financial planning... designed by women, and made exclusively for women like you.

PRIVATE CLIENT GROUP //

CONCIERGE CLIENTS //

BUSINESS OWNERS //

Full Name Email SUBMIT Δdocument.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() );

Only good things happen, when women have more money.

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 for women everywhere.

Only good things happen, when women have more money.

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.

May // 2023

June // 2023

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself,and our team will contact you.

Contact us todiscuss how we can help you experience the full possibilityof your wealth.

Please tell us about yourself,and our team will contact you.

retire smarter

corporate access

financial solutions

advice options

learning

resources

for advisors

retire smarter

corporate access

financial solutions

learning

resources

for advisors

The Future of Retirement is
Powered by Women Like You.

It's smart, and it's simple — It's the personal
attention of a one-on-one relationship.

The Future
of Retirement
is Powered by Women Just Like You.

I want to know,
How long the money will last?

C-Suite Executives:
Benefits & Compensation.

Small Business:
Group Benefits.

Full Name

Email

Δ

Please tell us about yourself,
and our team will contact you.

Contact us to
discuss how we can help you experience the full possibility
of your wealth.

Please tell us about yourself,
and our team will contact you.