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.

lorem ipsum dolor sit amet, consectetur adipiscing elit.

press + media.

lorem ipsum dolor sit amet, consectetur adipiscing elit.

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.

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: selling
your business.

I just sold my business, the one I started from zero... so, how can I protect my money now?

lorem ipsum dolor sit amet //

lorem ipsum.

lorem ipsum dolor sit amet, consectetur adipiscing elit.

lorem ipsum.

lorem ipsum dolor sit amet, consectetur adipiscing elit.

lorem ipsum.

lorem ipsum dolor sit amet, consectetur adipiscing elit.

lorem ipsum.

lorem ipsum dolor sit amet, consectetur adipiscing elit.

lorem ipsum.

lorem ipsum dolor sit amet, consectetur adipiscing elit.

smart insights.

lorem ipsum.

lorem ipsum dolor sit amet.

lorem ipsum dolor sit amet — consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

lorem ipsum.

lorem ipsum dolor sit amet.

lorem ipsum dolor sit amet — consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

lorem ipsum.

lorem ipsum dolor sit amet.

lorem ipsum dolor sit amet — consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

smart women + downloads.

lorem ipsum.

lorem ipsum dolor sit amet.

lorem ipsum.

lorem ipsum dolor sit amet.

lorem ipsum.

lorem ipsum dolor sit amet..

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

We appreciate your interest in our [ lorem ipsum ].

A valid email address is required to view this portion of our site.

Full Name

Email

Δ

by selecting 'submit', you agree to
retire smarter's terms of use.

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 are confident we'll make great use of your time.

MAY // 2021

11^th/13^th

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^®
June 8 & 10 @ 7:00pm | LaGrange, GA

22^nd/24^th

Smart Women^® in Retirement
June 22 & 24 @ 7:00pm | LaGrange, GA

reserve your seats

Thank you for your interest in our valuable content — A valid email address is required. We won't send you junk emails!

by selecting 'submit', you agree to
retire smarter's terms of use.

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.

Full Name

Email

Zip

Phone

Select an event near you.

Which category best describes your Interests / Concerns?

Estimated Amount of Investible Retirement Assets

Do you currently work with a Financial Advisor?

How did you hear about us?

by selecting 'submit', you agree to retire smarter's terms of use.

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.

Full Name

Email

Zip

Phone

Events near you...

Best describe your Interests / Concerns...

Estimated Amount of Investible Retirement Assets

Do You Work with a Financial Advisor?

How did you hear about us?

by selecting 'submit', you agree to retire smarter's terms of use.

MARK D RECNY JR
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 // 2021

lorem ipsum

lorem ipsum dolor sit amet, consectetur adipiscing elit.

JUNE // 2021

lorem ipsum

lorem ipsum dolor sit amet, consectetur adipiscing elit.

SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

FORGOT YOUR DETAILS?

CREATE ACCOUNT

CONTACT US.

To help put you in touch with the right advisory or team, please answer the following questions.

are you an existing client?

PRODUCTS & SOLUTIONS

Client Services

Discover a smarter approach to holistic financial planning

Individuals & Families

Businesses & Executives

Advanced Planning

Retire Smarter

News & Insights

Tools

Literature & Forms

Exploring Independence

Financial Professionals

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.

lorem ipsum dolor sit amet.

the sequence of returns risk.

your wealth &wealth transfers

tips: on moving your money...

benefits: private client group

benefits: private client group

tips: sellingyour business.

lorem ipsum dolor sit amet //

lorem ipsum.

lorem ipsum dolor sit amet.

lorem ipsum.

lorem ipsum dolor sit amet.

lorem ipsum.

lorem ipsum dolor sit amet.

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.

PRIVATE CLIENT GROUP //

CONCIERGE CLIENTS //

BUSINESS OWNERS //

Full Name Email SUBMIT Δdocument.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() );

BUSINESS OWNERS //

PRIVATE CLIENT GROUP //

CONCIERGE CLIENTS //

BUSINESS OWNERS //

PRIVATE CLIENT GROUP //

CONCIERGE CLIENTS //

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.

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.

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

JUNE // 2021

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.

retire smarter

corporate access

financial solutions

advice options

learning

resources

for advisors

retire smarter

corporate access

financial solutions

learning

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

your wealth &
wealth transfers

tips: selling
your business.

Full Name

Email

Δ

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