The Future of Retirement is Powered
by 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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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 – and 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.

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: selling
your 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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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.

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Risk Exposure Review of Assets

Comprehensive Income Analysis

Farm & Succession Planning

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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

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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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MAY // 2021

11^th/13^th

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25^th/27^th

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JUNE // 2021

8^th/10^th

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Smart Women^® in Retirement
May 25 & 27 @ 7:00pm | LaGrange, GA

JUNE // 2021

8^th/10^th

Retirement RoadMap^®
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Retirement RoadMap^®
May 11 & 13 @ 7:00pm | LaGrange, GA

25^th/27^th

Smart Women^® in Retirement
May 25 & 27 @ 7:00pm | LaGrange, GA

JUNE // 2021

8^th/10^th

Retirement RoadMap^®
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only good things happen — when women have more money.

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MARK D RECNY JR
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"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 // 2021

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we're on a mission to get more money in the
hands of women — starting with you.

we're on a mission to get more money in the hands of women — starting with you.

We value the trust placed in us by women and business owners across the country — Join the conversation, and let's connect!

Join the conversation —
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We are looking for high quality, client-focused, independent advisors to join our team

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.

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.

lorem ipsum dolor sit amet.

lorem ipsum dolor sit amet.

lorem ipsum dolor sit amet.

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the sequence of returns risk.

your wealth &wealth transfers

benefits: private client group

tips: sellingyour business.

tips: moving your money.

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A smarter approach to holistic financial planning... designed by women, and made exclusively for women like you.

A smarter approach to holistic financial planning... designed by women, and made exclusively for women like you.

A smarter approach to holistic financial planning — designed by women, and made exclusively for women like you.

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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.

MAY // 2021

JUNE // 2021

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.

MAY // 2021

JUNE // 2021

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

JUNE // 2021

only good things happen — when women have more money.

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.

MARK D RECNY JRPrincipal Advisor

MAY // 2021

JULY // 2021

JUNE // 2021

we're on a mission to get more money in thehands of women — starting with you.

we're on a mission to get more money in thehands of women — starting with you.

we're on a mission to get more money in the hands of women — starting with you.

We value the trust placed in us by women and business owners across the country — Join the conversation, and let's connect!

Join the conversation —and we'll be in touch!

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The Future of Retirement is Powered
by Women Just Like You.

your wealth &
wealth transfers

tips: selling
your business.

Full Name

Email

BY SELECTING 'SUBMIT', YOU AGREE TO
RETIRE SMARTER'S PRIVACY POLICY.

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.

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.

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.

MARK D RECNY JR
Principal Advisor

we're on a mission to get more money in the
hands of women — starting with you.

we're on a mission to get more money in the
hands of women — starting with you.

Join the conversation —
and we'll be in touch!