- RETIREMENT PLANNING
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Discover a smarter approach to holistic financial planning
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- FINANCIAL SOLUTIONS
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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
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- OUR FIRM
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We are looking for high quality, client-focused, independent advisors to join our team
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The Future of Retirement is Poweredby Women Just Like You.
It's smart, it's simple — And it's all about you.
The Future of Retirement is Powered by Women Like You.
we're helping women everywhere achieve the financial security they deserve – by recognizing unique risks they face headed into retirement.
values + careers.
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press + media.
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Looking to invest $1 million or more? Retire Smarter’s Concierge Client team is here to help you reach your financial goals.
charting your own course.
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case studies.
retirement planning.
the sequence of returns risk.
Losses – even significant withdrawals early-on in retirement, after a market downturn, can have severe consequences for women. 
estates + trusts.
your wealth &wealth transfers
The greatest wealth transfer is happening before our eyes – We'll show you how to plan for what happens next.
retirement accounts.
tips: on moving your money...
I've opened several IRA's and 401k's, still held by former employers – How can I combine all of them? 
annual reviews.
benefits: private client group
Our program is designed to foster growth (and protection) for your business interests – and your retirement goals. 
annual reviews.
benefits: private client group
Our program is designed to foster growth (and protection) for your business interests – and your retirement goals.
protection from losses.
tips: sellingyour business.
I just sold my business, the one I started from zero... so, how can I protect my money now?
retirement accounts.
tips: moving your money.
I've opened several IRA's and 401k's, still held by former employers – How can I combine all of them?
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smart insights.
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smart women + downloads.
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
A smarter approach to holistic financial planning — designed by women, and made exclusively for women like you.
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate 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 • Professional Team
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
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A valid email address is required to view this portion of our site.
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RETIRE SMARTER'S PRIVACY POLICY.
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.
NOVEMBER // 2021
2nd/4th
smart women in retirement
November 2 & 4 @ 7pm | Fremont, OH
DECEMBER // 2021
16th/18th
smart women in retirement
November 16 & 18 @ 7pm | Fremont, OH
You're invited! Join us at one of our upcoming Retirement RoadMap® work-shops; We are confident we'll make great use of your time.
MAY // 2021
11th/13th
Retirement RoadMap®
May 11 & 13 @ 7:00pm | LaGrange, GA
25th/27th
Smart Women® in Retirement
May 25 & 27 @ 7:00pm | LaGrange, GA
JUNE // 2021
8th/10th
Retirement RoadMap®
June 8 & 10 @ 7:00pm | LaGrange, GA
22nd/24th
Smart Women® in Retirement
June 22 & 24 @ 7:00pm | LaGrange, GA
Thank you for your interest in our valuable content — A valid email address is required. We won't send you junk emails!
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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.
by selecting 'submit', you agree to retire smarter's terms of use.
only good things happen — when women have more money.
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.
by selecting 'submit', you agree to retire smarter's terms of use.
MARK D RECNY JR
Principal Advisor
Principal Advisor
"I founded Retire Smarter to address 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."
smart insights.
MAY // 2020
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JUNE // 2020
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let's connect.
Looking to invest $1 million or more? Retire Smarter’s Concierge team is here to help you reach your financial goals.
We're uniquely positioned to serve you.
by selecting 'submit', you agree to
retire smarter's terms of use.
by selecting 'submit', you agree to
retire smarter's terms of use.
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.
Retire Smarter markets certain products that are sponsored, managed, distributed or provided by companies that Retire Smarter is licensed with. Insurance and annuity products are marketed through Retire Smarter, Inc. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
• Not guaranteed by any bank / credit union • Not FDIC / NCUSIF insured • Not insured by any federal government agency • Offered by licensed insurance advisors only
© 2021 Retire Smarter, Inc. All Rights Reserved.
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- Smart Women in Retirement
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.
Retire Smarter markets certain products that are sponsored, managed, distributed or provided by companies that Retire Smarter is licensed with. Insurance and annuity products are marketed through Retire Smarter, Inc. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
• Not guaranteed by any bank / credit union
• Not FDIC / NCUSIF insured
• Not insured by any federal government agency
• Offered by licensed insurance advisors only
© 2021 Retire Smarter, Inc. All Rights Reserved.