How We Get Paid

Initial Consultation: FREE

Creation of "Worry-Free" Retirement Plan: $7,995

We collect, integrate, update, and forecast your income, assets, expenses, federal and state taxes, insurance, RMD’s and healthcare in one dynamic retirement plan through age 100. This gives you the ability to maximize income, protect and grow assets and reduce taxes on an ongoing basis throughout retirement.

Here Are the Components of Your Financial Plan. We...

  • Create Your Custom Financial Plan Based On the 6-Part Advanced Retirement Planning Process
  • Listen To and Take Record of Your Retirement Goals and Objectives
  • Organize Your Retirement Resources
  • Plan Your Transition from Employer Income to Retirement Income
  • Evaluate, Explain and Compare Your Pension Claiming Options
  • Maximize Your Social Security Income Choices via a Separate 14-Page Custom Report
  • Forecast Your Future Taxable Required Minimum Distributions (RMD's) With Tax-Reduction Options
  • Review Your Best Sequence of Withdrawal Choices
  • Calculate Your Current and Projected Federal and State Taxes with Tax-Reduction Strategies
  • Stress-Test Your Portfolios Against Future Market Crashes
  • Include a Comprehensive Review and Analysis of the Top Performing Safe-Money Products
  • Identify Your Fixed and Discretionary Expenses With Inflation Projections
  • Evaluate Your Current and Future Health Care Coverage, Gaps and Options
  • Review Your Future Widow's Tax Penalty If You Are Married
  • Calculate Your Future Estate Taxes with Tax-Reduction Strategies
  • Model Your Current Financial Plan Through Age 100 Within One Integrated Program

Investment Services:

  • We get paid a percent of Assets Under Management based on portfolio size. Fees are negotiable.

Insurance Related Services:

  • We get paid by independent insurance companies. Clients do not pay us on any insurance related products including Life Insurance, Long-Term Disability, Long-Term Care, Medicare Supplement, Fixed and Fixed Index Annuities.