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"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."

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estate planning
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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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Estate Considerationsand Trusts Stewardship

We discover, design and develop advanced planning strategies — and translate that into value for our clients through proven, real-world results you can take to the bank.

We are proactive analyzers and interpreters, dedicated to providing insightful guidance backed by deep experience — Leverage our wide-ranging expertise.

Concierge Client Group //

We are proactive analyzers and interpreters, dedicated to providing insightful guidance backed by deep experience — Leverage our wide-ranging expertise.

Concierge Client Group //

Successful wealth transfer starts with smart conversations.

you're invited.

FEBRUARY // 2023

Are you payingyour broker to under-perform the market?

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business owners: complex planning.

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we hope to meet you soon – we'll be in touch.

it's hard to know where to go when returns are low, risks are high, and 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 team.

DECEMBER // 2022

JANUARY // 2022

estate planningand trusts stewardship

We’re helping our farmers • [ and families all across America ] • preserve their land and businesses by recognizing the unique risks they'll face headed into retirement.

BUSINESS OWNERS //

PRIVATE CLIENT GROUP //

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