Find out if your retirement strategy will address the 7 major risks in your retirement
Professional guidance • No Obligation • Financial Review
What does your current retirement plan look like?
- Whether you’ve never created a written retirement plan
- You have a plan in place but know it needs to be better
- You’ve spent time with another advisor building a plan but want a second opinion
A Retirement Tune-up financial review™ is just for you!
Even a Ferrari needs a tune-up now and again!
When’s the last time you got a second opinion on your financial strategy?
Here’s how it works:
Our process starts with a no-obligation Retirement Tune-Up™ financial review and could end with presenting you with a complete financial strategy that addresses what we believe are key areas of a healthy retirement lifestyle, from daily income to healthcare costs to taxes.
Schedule your Retirement Tune-Up™ financial review to find out if your current plan is on track to meet your retirement goals.
Meet with our team to discuss your results and map out a 5-Star Retirement Plan™ to steer you toward your goals.
Once you are satisfied that our strategy will help you achieve your financial goals, our team of professionals will put your plan into action!
We’ll continually review your goals and your strategy to determine if any changes are needed during your retirement journey.
What’s a 5-Star Retirement Plan™?
According to Dr. Wade Pfau from The American College1, there are seven risks retirees face.
- Long-term illness
- Rising health care costs
- Changes in government programs
- Death of a spouse
- Sequence of returns
All of our advisors are equipped to help you combat these risks. Using our 5-Star Retirement Plan™, we can build you a custom plan that helps you work toward your ideal retirement.
1 Dr. Wade Pfau. Retirement Researcher. “The Changing Risks of Retirement.” Accessed September 12, 2019
No one can predict the future, but our Retirement Tune-Up™ financial review can help you prepare for it.
Check out Bill’s new book!
“Retirement Tune-Up: Plan Well and Prosper in Retirement"
As you motor along the highway toward retirement — whether you have an elaborate plan for retirement, an average plan or no plan at all — Bill’s book can help you assess how your strategy stacks up against the potential roadblocks ahead, the seven risks of retirement. Find out whether your plan could use a tune-up or a full rebuild.