How We Get Paid
Initial Consultation: FREE
Creation of "Worry-Free" Retirement Plan: $4,995
We Create Your Pre and Post-Retirement Income, Investments, Federal & State Taxes, Healthcare, Insurance & Estate Plan Through Age 100.
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.
