We're helping women everywhere achieve the financial security they deserve by recognizing unique risks they face headed into retirement.

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

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& 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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PRIVATE CLIENT GROUP //

retirement roadmap
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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

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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.

MAY // 2021

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RETIREMENT PLANNING

smart women^®

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the greatest wealth transfer is happening; now plan for what happens next...

ANNUAL REVIEW

executive checklist

designed to foster growth for your business — and your retirement goals.

PROTECTION FROM LOSSES

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I sold the business, I started from zero... how do I protect my money?

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MARK D RECNY JR
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"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."

SMART INSIGHTS

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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 we'll be in touch!

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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.

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We're helping women everywhere achieve the financial security they deserve by recognizing unique risks they face headed into retirement.

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 //

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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'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.

OCTOBER // 2020

NOVEMBER // 2020

CASE STUDIES

RETIREMENT PLANNING

ESTATES & TRUSTS

ANNUAL REVIEW

PROTECTION FROM LOSSES

RETIREMENT ACCOUNTS

BY SELECTING 'SUBMIT', I AGREE TO RETIRE SMARTER'S TERMS OF USE.

only good things happen — when women have more money.

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 JRPrincipal Advisor

SMART INSIGHTS

MAY // 2020

JUNE // 2020

JULY // 2020

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 we'll be in touch!

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

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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.

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.

BY SELECTING 'SUBMIT', I AGREE TO
RETIRE SMARTER'S TERMS OF USE.

OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.

OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.

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!