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A smarter approach to holistic financial planning... designed by women, and made exclusively for women like you.
retirement roadmap®
smart women® in retirement
farm, estate
& succession planning
individuals & families
estate considerations
& trusts stewardship
business owners
& group employee benefits
A smarter approach to holistic financial planning... designed by women, and made exclusively for women like you.
retirement roadmap®
smart women® in retirement
farm, estate
& succession planning
individuals & families
estate considerations
& trusts stewardship
business owners
& group employee benefits
BUSINESS OWNERS //
business owners
& group employee benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidates IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets / Trusts
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
BUSINESS OWNERS //
business owners
& group benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate Old IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
You're invited! Join us at one of our upcoming Retirement RoadMap® work-shops; We're confident we'll make great use of your time.
SEPTEMBER // 2020
15th/17th
Open House — Home Office
September 15 & 17 @ 7:00pm | LaGrange, GA
22nd/24th
Smart Women® in Retirement
September 22 & 24 @ 7:00pm | Newnan, GA
OCTOBER // 2020
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
20th/22nd
Smart Women® in Retirement
October 20 & 22 @ 7:00pm | LaGrange, GA
You're invited! Join us at one of our upcoming Retirement RoadMap® work-shops; We're confident we'll make great use of your time.
SEPTEMBER // 2020
15th/17th
Open House — Home Office
September 15 & 17 @ 7:00pm | LaGrange, GA
22nd/24th
Smart Women® in Retirement
September 22 & 24 @ 7:00pm | Newnan, GA
OCTOBER // 2020
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
20th/22nd
Smart Women® in Retirement
October 20 & 22 @ 7:00pm | LaGrange, GA
RECENT CASE STUDIES
RETIREMENT PLANNING
smart women®
longer life expectancies than men, building large nest eggs for retirement is critical... 
ESTATES & TRUSTS
wealth transfers
the greatest wealth transfer is happening now; how do I plan for what happens next? 
MOVING MONEY
retirement accounts
I have several 401k's, all from former employers; can I combine them into one? 
PROTECTION FROM LOSSES
selling a business
I just sold my business; I started from zero... how do I protect my money now?
EFFICIENT TAX PLANNING
company stock
what's the math & science behind selling my company stock to max my income?
Only good things happen — when women have more money.
Don't see a date or location that works for you? — We invite you in to meet the dedicated team • that's answering the need for protection in retirement • for women all across America.
OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.
Only good things happen — when women have more money.
Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.
Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.
OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.
MARK D RECNY JR
Principal Advisor
Principal Advisor
"I founded Retire Smarter to adress the need for protection in retirement — But after hundreds of one-on-one interviews with families across America, I learned “gender-neutral” money solutions weren’t serving women; and I knew it was time to do better for them — Now we're sharing everything we learned along the way."
RECENT COMMENTARY & INSIGHTS
MAY // 2020
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JUNE // 2020
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JULY // 2020
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Our mission is to get more money in the
hands of women — Starting with you.
hands of women — Starting with you.
Our mission is to get more money in the
hands of women — Starting with you.
hands of women — Starting with you.
Our mission is to get more money in the hands of women — Starting with you.
Through decades of relationships built on honesty and integrity, we value our position as a trusted advisor to women and business owners across the country • Reach out to us below; and we'll be in touch.
simple &
transparent.
transparent.
© 2020 Retire Smarter, Inc. All Rights Reserved.
Opinions expressed here are subject to change without notice. This commentary is for informational purposes only. The information, data, and analyses presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell any investment. Retire Smarter has not considered any individual’s circumstances in preparing this information. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.
• Not guaranteed by any bank / credit union • Not FDIC / NCUSIF insured • Not insured by any federal government agency • Offered by licensed insurance advisors only