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financial planning designed to help make dreams come true.

financial planning that's designed to help make your 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.

Solutions that last as long as you do.

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Solutions that last as long as you do.

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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

04. 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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08. helping you grow
your business.

UPDATED RESEARCH //

VIEW PDF

08. planning designed to help make your dreams come true.

NEW INSIGHTS //

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UPDATED RESEARCH //

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mark recny jr

principal advisor & founder

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mark recny jr

principal advisor & founder

UPDATED RESEARCH //

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UPDATED RESEARCH //

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UPDATED RESEARCH //

updated research //

UPDATED RESEARCH //

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updated research //

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.

VIEW PDF

MARK RECNY JR

PRINCIPAL ADVISOR, FOUNDER
STRATEGIC INIATIVES

T: 404 / 807 3403
E: INFO@RETIRESMARTERINC.COM

0

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

VIEW PDF

MARK RECNY JR

PRINCIPAL ADVISOR, FOUNDER
STRATEGIC INIATIVES

T: 404 / 807 3403
E: INFO@RETIRESMARTERINC.COM

22

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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NEW INSIGHTS //

STRATEGY SPOTLIGHT

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NEW INSIGHTS //

VIEWPOINTS

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

SMART WOMEN //

STRATEGY SPOTLIGHT

08. don't get caught in an untimely retirement.

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

NEW INSIGHTS //

FEATURED SOLUTIONS

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FEATURED SOLUTIONS

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FEATURED SOLUTIONS

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NEW INSIGHTS //

STRATEGY SPOTLIGHT

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NEW INSIGHTS //

VIEWPOINTS

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

SMART WOMEN //

STRATEGY SPOTLIGHT

08. don't get caught in an untimely retirement.

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

NEW INSIGHTS //

FEATURED SOLUTIONS

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FEATURED SOLUTIONS

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FEATURED SOLUTIONS

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seniormanagement

MARK RECNY JRPRINCIPAL ADVISOR, FOUNDERSTRATEGIC INIATIVES

T: 404 / 807 3403E: INFO@RETIRESMARTERINC.COM

01.

in an untimely retirement.

FEATURED SOLUTIONS

02.

in an untimely retirement.

FEATURED SOLUTIONS

01.

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VERIFIED RESEARCH

VISIT RESOURCES

03.

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VERIFIED RESEARCH

SEE RESOURCES

04.

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VERIFIED RESEARCH

VIEW PDF

04.

facing the dangers of 'sequence risk' for retirees.

VERIFIED RESEARCH

FEATURED SOLUTIONS

04.

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VERIFIED RESEARCH

VIEWPOINTS

05.

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VERIFIED NEW RESEARCH

VIEW PDF

06.

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VERIFIED RESEARCH

DOWNLOAD

07.

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UPDATED RESEARCH

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08.

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UPDATED RESEARCH //

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08.

helping you growyour business.

UPDATED RESEARCH //

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08.

planning designed to help make your dreams come true.

Financial Workshops
and Educational Events

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

senior
management

MARK RECNY JR

PRINCIPAL ADVISOR, FOUNDER
STRATEGIC INIATIVES

T: 404 / 807 3403
E: INFO@RETIRESMARTERINC.COM

helping you grow
your business.