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it matters what you build on.

It's hard to know where to invest when returns are low, risks are high and the old rules don't seem to apply — Meet the dedicated team that can answer: How long will the money last?

PRINCIPAL ADVISOR

Mark D. Recny Jr.

PRINCIPAL SENIOR ADVISOR

Mark D. Recny Sr.

Our team includes experienced and action-oriented advisors, CPAs, insurance specialists, attorneys, and other professionals, all ready to obsess over serving you.

we bring you the right expertise, when you need it most.

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