Our Retirement Analysis is designed to give you a clear picture of where you are today and a roadmap for where you want to go. We bring all the important pieces of your financial life together—including Social Security, pensions, qualified retirement accounts, investments, real estate, and other assets—to see how they work together to support your retirement goals. Rather than looking at each account individually, we look at the entire picture and help identify potential gaps, opportunities, and areas that may need attention.
The goal is to create a personalized retirement income roadmap designed to help you make your money last throughout retirement and reduce the risk of running out of income. We can illustrate how your various income sources and assets may work together over time, helping you understand when and how to draw from different resources. Most importantly, it gives you a clearer sense of confidence and direction, so you can make informed decisions today about the retirement you want tomorrow.
What's included:
Comprehensive Financial Overview:
• A deep dive look at your current retirement plan
• Will you outlive your money?
• Seven Retirement Roadblocks
• Social Security maximization
IRA Conversion Analysis:
To Roth or Not to Roth – Should you convert? The implications of converting your Qualified Accounts into a Roth IRA.
Tax Replacement Strategy:
How to restore what The SECURE Act took away from your family.
Long Term Care Solution:
How to ensure that a Long Term Care event won’t deplete your estate.
Crash Proof Portfolio:
How to protect your portfolio from market losses
Tax Offset:
Investments that provide substantial income tax savings.
Books and Special Reports, including:
The Family Bank Strategy, The 10 Most Common Estate Planning Mistakes and How to Avoid Them, The Future of Retirement Savings, The Bombshell Battle Plan: How to Defend Against the IRS’ Secret Weapon, Leveraged Care Solutions: Answers to Today’s Long Term Care Crisis and Disinherit the IRS. You will also be given a special discount code for our monthly newsletter, Generational Wealth Strategies.
Legal Counsel:
A legal audit of your current estate planning documents (trusts, wills, etc.)