Financial Workshops

We hope you'll join us at a live event;
We're confident we'll make great use of your time.

financial planning designed to help make dreams come true.

As advocates for goals-based financial planning, we provide tailored advice through holistic planning solutions — Ultimately, this helps our clients save and invest in ways that usher them closer to accomplishing their life goals — After all, our clients' goals can be as varied as their financial situations.

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senior
management

TRENDING

Solutions that last as long as you do.

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TRENDING

senior
management

MARK RECNY JR

PRINCIPAL ADVISOR, FOUNDER
STRATEGIC INIATIVES
T: 404 / 807 3403
E: INFO@RETIRESMARTERINC.COM

01.

in an untimely retirement.

facing the dangers of 'sequence risk' for retirees.

FEATURED SOLUTIONS

02.

in an untimely retirement.

facing the dangers of 'sequence risk of returns' for retirees...

FEATURED SOLUTIONS

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VERIFIED RESEARCH
VISIT RESOURCES

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VERIFIED RESEARCH
SEE RESOURCES

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VERIFIED RESEARCH
VIEW PDF

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facing the dangers of 'sequence risk' for retirees.

VERIFIED RESEARCH
FEATURED SOLUTIONS

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VERIFIED RESEARCH
VIEWPOINTS

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VERIFIED NEW RESEARCH
VIEW PDF

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VERIFIED RESEARCH
DOWNLOAD

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UPDATED RESEARCH
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UPDATED RESEARCH //
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helping you grow
your business.

UPDATED RESEARCH //
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planning designed to help make your dreams come true.

NEW INSIGHTS //
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UPDATED RESEARCH //
VIEW PDF

08.1

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UPDATED RESEARCH //
VIEW PDF

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MARK RECNY JR

PRINCIPAL ADVISOR, FOUNDER
STRATEGIC INIATIVES
T: 404 / 807 3403
E: INFO@RETIRESMARTERINC.COM

08.2

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UPDATED RESEARCH //
VIEW PDF

18

number of months the average bear market lasts (when stock prices fall).

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0

number of our clients who have lost any principal or interest following our advice using fixed index strategies over 39 years.

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62

number of months it takes the average diversified investor to recover from a bear market.

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1

number of money managers in the country who have out-performed the S&P 500® over the last 20 years (an almost free, unmanaged index).

Source: Bill Miller of Legg Mason.
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STRATEGY SPOTLIGHT

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VIEWPOINTS

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with all of the noise surrounding retirement, planning can be scary...

STRATEGY SPOTLIGHT

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don't get caught in an untimely retirement.

facing the dangers of 'sequence risk of returns' for retirees...

FEATURED SOLUTIONS

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FEATURED SOLUTIONS

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FEATURED SOLUTIONS

Through decades of relationships built on honesty and integrity, we value our position as a trusted advisor to families and business owners across the country • Reach out to us below; and we'll be in touch.

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