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We think much differently about managing risk to better protect you and your business with first-class group insurance options and executive benefits.

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Our team includes experienced and action-oriented advisors, CPAs, insurance specialists, attorneys, and other professionals, all ready to obsess over serving 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

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our core values.

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integrity.

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client focus.

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accountability.

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excellence.

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creative.

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it's hard to know where to invest when returns are low, risks are high, and the old rules don't seem to apply.

Don't see a date or location that works for you? — We invite you in to meet the team.

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

it's hard to know where to invest when returns are low, risks are high, and the old rules don't seem to apply.

Don't see a date or location that works for you? — We invite you in to meet the team.

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.

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Events near you...

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Do You Work with a Financial Advisor?

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

MARK RECNY JR
PRINCIPAL ADVISOR & FOUNDER

"On protection from market losses — If you’re not moving in this particular direction, you’re either at the table or on the menu... Nearly 80% of all money managers fail to outperform their benchmarks; producing less than desirable returns — We do what most money managers are unwilling to do... stop the losses, and deliver growth and income now."

MARK RECNY JR
PRINCIPAL ADVISOR & FOUNDER

meet the author.

SMART COMMENTARY & INSIGHTS.

MAY // 2020

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JUNE // 2020

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JULY // 2020

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PRESS CONTACT.

DIANA DAMIAN
diana@retiresmarterinc.com
(404) 807-3403

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Why Retire Smarter

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.

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Why Retire Smarter

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.

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