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We ask the questions others don't — While many say they take a personalized approach, the proof is in the process. Your dedicated team seeks to understand not just what you want to achieve, but also why — Our goals-driven approach helps us build a plan that truly honors your intentions and avoids any unintended outcomes. We bring you the right expertise, when you need it.

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JUNE // 2023

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Successful multi-generational wealth management is often elusive — Navigate generational divides and build a plan for your future generations by first understanding the challenges and establishing a process.

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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.

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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.

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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.

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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.

learn more here.

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MARK RECNY JR
PRINCIPAL ADVISOR & FOUNDER

"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 & Trusts

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.

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JUNE // 2023

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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.

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.

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.

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.

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.

October // 2023

November // 2023

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

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Estate Considerations
and 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.

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.